AWA
C icon

Aaron Wealth Advisors’s Citigroup C Stock Holding History

Aaron Wealth Advisors’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
2026
Q1 		$3.25M Sell
28,657
-1,561
-5% -$178K 0.18% 72
2025
Q4 		$3.53M Buy
30,218
+3,374
+13% +$350K 0.19% 69
2025
Q3 		$2.72M Buy
26,844
+13,972
+109% +$1.33M 0.16% 74
2025
Q2 		$1.1M Buy
12,872
+1,269
+11% +$91.7K 0.11% 124
2025
Q1 		$824K Buy
11,603
+947
+9% +$72.2K 0.09% 144
2024
Q4 		$750K Buy
10,656
+886
+9% +$59.7K 0.09% 148
2024
Q3 		$612K Buy
9,770
+2,732
+39% +$169K 0.07% 167
2024
Q2 		$447K Buy
7,038
+1,247
+22% +$76.9K 0.06% 176
2024
Q1 		$366K Buy
5,791
+1,661
+40% +$92.4K 0.05% 197
2023
Q4 		$212K Buy
+4,130
New +$183K 0.04% 237
2022
Q2 		– Sell
-98,576
Closed -$1.85M – 289
2022
Q1 		$1.85M Buy
+98,576
New +$6.09M 0.03% 244

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return