Creative Planning First Citizens Bancshares Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in First Citizens Bancshares Inc stock. As of the latest transaction made, Creative Planning holds 1,138 shares of FCNCA stock, worth $2.53 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,138

Previous 1,089 4.5%

Holding current value

$2.53 Million

Previous $1.83 Million 14.13%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$1685.92 - $2128.51 $82,610 - $104,296	49 Added 4.5%	1,138 $2.09 Million
Q2 2024 Aug 15, 2024	BUY	$1532.51 - $1800.35 $72,027 - $84,616	47 Added 4.51%	1,089 $1.83 Million
Q1 2024 May 10, 2024	BUY	$1373.91 - $1635.0 $134,643 - $160,230	98 Added 10.38%	1,042 $1.7 Million
Q4 2023 Feb 14, 2024	BUY	$1290.13 - $1485.79 $296,729 - $341,731	230 Added 32.21%	944 $1.34 Million
Q3 2023 Nov 16, 2023	BUY	$1264.04 - $1512.07 $69,522 - $83,163	55 Added 8.35%	714 $985,000
Q2 2023 Jul 21, 2023	BUY	$950.79 - $1321.11 $220,583 - $306,497	232 Added 54.33%	659 $845,000
Q1 2023 May 15, 2023	SELL	$509.06 - $973.1 $86,540 - $165,427	-170 Reduced 28.48%	427 $415,000
Q4 2022 Feb 10, 2023	BUY	$729.68 - $873.76 $66,400 - $79,512	91 Added 17.98%	597 $452,000
Q3 2022 Nov 03, 2022	SELL	$23.15 - $863.75 $3,032 - $113,151	-131 Reduced 20.57%	506 $404,000
Q2 2022 Aug 15, 2022	BUY	$598.79 - $700.4 $111,973 - $130,974	187 Added 41.56%	637 $417,000
Q1 2022 May 16, 2022	SELL	$662.34 - $906.08 $15,896 - $21,745	-24 Reduced 5.06%	450 $299,000
Q4 2021 Feb 11, 2022	SELL	$766.02 - $885.55 $143,245 - $165,597	-187 Reduced 28.29%	474 $394,000
Q3 2021 Nov 10, 2021	SELL	$744.8 - $907.04 $744 - $907	-1 Reduced 0.15%	661 $557,000
Q2 2021 Aug 04, 2021	BUY	$808.42 - $892.03 $16,976 - $18,732	21 Added 3.28%	662 $551,000
Q1 2021 Apr 30, 2021	BUY	$568.46 - $861.52 $8,526 - $12,922	15 Added 2.4%	641 $535,000
Q4 2020 Jan 29, 2021	BUY	$322.03 - $613.22 $201,590 - $383,875	626 New	626 $359,000
Q3 2020 Nov 05, 2020	SELL	$311.5 - $426.16 $194,999 - $266,776	-626 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$399.9 - $477.27 $19,995 - $23,863	-50 Reduced 7.4%	626 $283,000
Q2 2018 Jul 20, 2018	BUY	$403.3 - $457.29 $20,165 - $22,864	50 Added 7.99%	676 $272,000
Q3 2017 Oct 17, 2017	BUY	$325.67 - $373.89 $203,869 - $234,055	626	626 $234,000

Others Institutions Holding FCNCA

# of Institutions

648

Shares Held

7.63M

Call Options Held

124K

Put Options Held

109K

View Full List

About FIRST CITIZENS BANCSHARES INC

Ticker FCNCA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,997,500
Market Cap $33.4B
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

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Creative Planning First Citizens Bancshares Inc Transaction History