1WM
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1858 Wealth Management’s Citigroup C Stock Holding History

1858 Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,593
Closed -$253K – 119
2024
Q4 		$253K Sell
3,593
-199
-5% -$13.4K 0.2% 103
2024
Q3 		$237K Sell
3,792
-176
-4% -$10.9K 0.2% 104
2024
Q2 		$252K Buy
+3,968
New +$245K 0.21% 93

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

1858 Wealth Management's C Position: Q1 2025 in Review

1858 Wealth Management sold out of Citigroup (C) in Q1 2025, closing a stake of 3,593 shares — an estimated $253K sold.

1858 Wealth Management first reported a position in C in Q2 2024 and held it in 3 quarters. The position peaked at $253K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • 1858 Wealth Management reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • 1858 Wealth Management sold 3,593 Citigroup shares in Q1 2025, an estimated $253K.
  • 1858 Wealth Management first reported a position in Citigroup in Q2 2024 and held it in 3 quarters.
  • 1858 Wealth Management's Citigroup position peaked at $253K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on 1858 Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.