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First Citizens BancShares shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $44k 31 1418.97
2023-09-30 $43k 31 1380.10
2023-06-30 $40k 31 1283.45

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple Stock (AAPL)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard Small Cap Value Etf Etf (VBR)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Dougherty Wealth Advisers

Top funds holding First Citizens BancShares

Vanguard Group
Harris Associates L.P
Egerton Capital
Jpmorgan Chase & Co
Wellington Management Company
Dimensional Fund Advisors
D. E. Shaw & Co
Alua Capital Management
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Citadel Advisors
Sessa Capital IM
Alliancebernstein
First Citizens Bank & Trust
Artisan Partners Limited Partnership

View all funds holding First Citizens BancShares