Zeke Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Zeke Capital 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 Q4	$249K	Sell	328 -10	-3%	-$8.05K	0.02%	382
2022 Q3	$270K	Sell	338 -424	-56%	-$331K	0.02%	339
2022 Q2	$498K	Buy	762 +157	+26%	+$102K	0.03%	221
2022 Q1	$403K	Buy	+605	New	+$471K	0.02%	281
2018 Q3	–	Sell	-565	Closed	-$228K	–	682
2018 Q2	$228K	Buy	565 +41	+8%	+$17.7K	0.02%	507
2018 Q1	$217K	Hold	524	–	–	0.02%	548
2017 Q4	$211K	Buy	+524	New	+$210K	0.02%	494

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

ACM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Zeke Capital Advisors's FCNCA Position: Q4 2022 in Review

Zeke Capital Advisors reduced its First Citizens BancShares (FCNCA) stake by 3% in Q4 2022, selling an estimated $8.05K and leaving 328 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #382.

Zeke Capital Advisors first reported a position in FCNCA in Q4 2017 and has held it in 7 quarters since. The position peaked at $498K in Q2 2022. 396 funds tracked by Wall St. Rank hold FCNCA as of Q4 2022.

Zeke Capital Advisors held 328 shares of First Citizens BancShares worth $249K as of Q4 2022.
Zeke Capital Advisors sold 10 First Citizens BancShares shares in Q4 2022, an estimated $8.05K.
First Citizens BancShares made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #382 holding.
Zeke Capital Advisors first reported a position in First Citizens BancShares in Q4 2017 and has held it in 7 quarters since.
Zeke Capital Advisors's First Citizens BancShares position peaked at $498K in Q2 2022.
396 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.