Number of Shares
350.00
Current Holdings Value*
$622,700.00
% of Portfolio
6.55%
Total Estimate Gain
$577,503.00
% of Total Estimate Gain
234.34%

Huber Mid Cap Value Fund's First Citizens BancShares Inc Holding Summary

As of 2025-04-30, Huber Mid Cap Value Fund held 350.00 shares of First Citizens BancShares Inc(FCNCA), totaling $622,700.00. This investment constitutes 6.55% of their stock portfolio, and Huber Mid Cap Value Fund now holds 0% of the outstanding First Citizens BancShares Inc(FCNCA) stock.

The initial trade took place in 2020Q2. And since then Huber Mid Cap Value Fund has made 3 purchases of FCNCA, at an average price of $547.63, for a total of 450.00 shares. In addition, there have been 1 sales at an average price of $806.80 for 100.00 shares. Based on historical transaction data and FCNCA's current price of $2123.59, Huber Mid Cap Value Fund's estimated gain on his FCNCA holdings is $577,503.00, reflecting a 234.34% gain to date.

Huber Mid Cap Value Fund FCNCA ($2123.59) Holding Chart

Huber Mid Cap Value Fund FCNCA ($2123.59) 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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