A detailed history of Engrave Wealth Partners LLC transactions in First Citizens Bancshares Inc stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 750 shares of FCNCA stock, worth $1.65 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
750
Previous 770 2.6%
Holding current value
$1.65 Million
Previous $1.06 Million 0.19%
% of portfolio
0.3%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024

SELL
$1290.13 - $1485.79 $25,802 - $29,715
-20 Reduced 2.6%
750 $1.06 Million
Q3 2023

Nov 01, 2023

SELL
$1264.04 - $1512.07 $63,202 - $75,603
-50 Reduced 6.1%
770 $1.06 Million
Q2 2023

Jul 06, 2023

SELL
$950.79 - $1321.11 $3,803 - $5,284
-4 Reduced 0.49%
820 $1.05 Million
Q1 2023

Apr 26, 2023

SELL
$509.06 - $973.1 $81,958 - $156,669
-161 Reduced 16.35%
824 $801,000
Q4 2022

Jan 20, 2023

SELL
$729.68 - $873.76 $10,945 - $13,106
-15 Reduced 1.5%
985 $0
Q4 2021

Jan 12, 2022

SELL
$766.02 - $885.55 $8,426 - $9,741
-11 Reduced 1.09%
1,000 $830,000
Q1 2021

Apr 19, 2021

SELL
$568.46 - $861.52 $84,700 - $128,366
-149 Reduced 12.84%
1,011 $845,000
Q4 2020

Jan 15, 2021

BUY
$322.03 - $613.22 $373,554 - $711,335
1,160 New
1,160 $734,000

Others Institutions Holding FCNCA

About FIRST CITIZENS BANCSHARES INC


  • Ticker FCNCA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,997,500
  • Market Cap $33B
  • Description
  • First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides retail and commercial banking services to individuals, businesses, and professionals. The company's deposit products include checking, savings, money market, and time deposit accounts. Its loan product portfolio comprises com...
More about FCNCA
Track This Portfolio

Track Engrave Wealth Partners LLC Portfolio

Follow Engrave Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Engrave Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.