FCNCA β€” FIRST CTZNS BANCSHARE

Ownership history in SYSTM Wealth Solutions LLC  Β·  7 quarters on record

AI Ownership Summary

SYSTM Wealth Solutions LLC reported FIRST CTZNS BANCSHARE (FCNCA) in 7 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows FCNCA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCNCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYSTM Wealth Solutions LLC's position in FIRST CTZNS BANCSHARE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

FCNCA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SYSTM Wealth Solutions LLC held FCNCA β€” position size vs. price
% of Fund (quarterly)    FCNCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 3 -257 -98.8% 0.00% $5K 2024-08-12 $1948.47
2024 Q1 UNCHANGED 260 β€” 0% 0.05% $425K 2024-04-26 $1740.92
2023 Q4 UNCHANGED 260 β€” 0% 0.05% $369K 2024-02-14 $1479.85
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SYSTM Wealth Solutions LLC and FCNCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SYSTM Wealth Solutions LLC reported owning FCNCA?

SYSTM Wealth Solutions LLC reported FCNCA across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported FCNCA position in SYSTM Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for FCNCA was 0.05% in 2024 Q1.

What is the latest reported FCNCA position on this page?

The most recent filing on this page is 2024 Q2, when SYSTM Wealth Solutions LLC reported 3 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this FCNCA ownership page compare?

The chart compares SYSTM Wealth Solutions LLC's quarterly FCNCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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