WR Wealth Planners’s First Citizens BancShares FCNCA Stock Holding History

WR Wealth Planners’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
2024 Q4	–	Sell	-1	Closed	-$1.84K	–	1132
2024 Q3	$1.84K	Hold	1	–	–	﹤0.01%	920
2024 Q2	$1.68K	Hold	1	–	–	﹤0.01%	914
2024 Q1	$1.64K	Buy	+1	New	+$1.5K	﹤0.01%	905
2023 Q4	–	Sell	-1	Closed	-$1.38K	–	412
2023 Q3	$1.38K	Hold	1	–	–	﹤0.01%	813
2023 Q2	$1.28K	Hold	1	–	–	﹤0.01%	815
2023 Q1	$973	Buy	+1	New	+$743	﹤0.01%	837

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WR Wealth Planners's FCNCA Position: Q4 2024 in Review

WR Wealth Planners sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 1 share — an estimated $1.84K sold.

WR Wealth Planners first reported a position in FCNCA in Q1 2023 and held it in 6 quarters. The position peaked at $1.84K in Q3 2024. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

WR Wealth Planners reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 1 First Citizens BancShares share in Q4 2024, an estimated $1.84K.
WR Wealth Planners first reported a position in First Citizens BancShares in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's First Citizens BancShares position peaked at $1.84K in Q3 2024.
616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.