Number of Shares
1,325.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
1.76%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
44.23%

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY's First Citizens BancShares Inc Holding Summary

As of 2025-03-31, FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY held 1,325.00 shares of First Citizens BancShares Inc(FCNCA), totaling $2.46 Mil. This investment constitutes 1.76% of their stock portfolio, and FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY now holds 0.01% of the outstanding First Citizens BancShares Inc(FCNCA) stock.

The initial trade took place in 2020Q1. And since then FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY has made 13 purchases of FCNCA, at an average price of $1,416.95, for a total of 1,960.00 shares. In addition, there have been 3 sales at an average price of $1,804.47 for 635.00 shares. Based on historical transaction data and FCNCA's current price of $2158.23, FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY's estimated gain on his FCNCA holdings is $1.23 Mil, reflecting a 44.23% gain to date.

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FCNCA ($2158.23) Holding Chart

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FCNCA ($2158.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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