Wipfli Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Wipfli Financial Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$57K	Buy	+72	New	+$56.3K	﹤0.01%	1012

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's FCNCA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Citizens BancShares (FCNCA) in Q3 2022: 72 shares worth $57K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

367 funds tracked by Wall St. Rank hold FCNCA as of Q3 2022.

Wipfli Financial Advisors held 72 shares of First Citizens BancShares worth $57K as of Q3 2022.
First Citizens BancShares was a new Wipfli Financial Advisors position in Q3 2022.
First Citizens BancShares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1012 holding.
367 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.