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Wright Investors Service’s First Citizens BancShares FCNCA Stock Holding History

Wright Investors Service’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
-598
Closed -$1.1M – 137
2024
Q3 		$1.1M Sell
598
-4
-0.7% -$7.63K 0.29% 92
2024
Q2 		$1.01M Buy
+602
New +$1.01M 0.27% 94

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wright Investors Service's FCNCA Position: Q4 2024 in Review

Wright Investors Service sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 598 shares — an estimated $1.1M sold.

Wright Investors Service first reported a position in FCNCA in Q2 2024 and held it in 2 quarters. The position peaked at $1.1M in Q3 2024. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

  • Wright Investors Service reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
  • Wright Investors Service sold 598 First Citizens BancShares shares in Q4 2024, an estimated $1.1M.
  • Wright Investors Service first reported a position in First Citizens BancShares in Q2 2024 and held it in 2 quarters.
  • Wright Investors Service's First Citizens BancShares position peaked at $1.1M in Q3 2024.
  • 616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on Wright Investors Service's 13F filing for Q4 2024, filed 13 Jan 2025.