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Abich Financial Wealth Management’s Citizens Financial Group CFG Stock Holding History

Abich Financial Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$48.2K Sell
1,174
-2,076
-64% -$83.9K 0.11% 94
2024
Q2 		$117K Buy
3,250
+334
+11% +$11.6K 0.08% 87
2024
Q1 		$106K Buy
2,916
+879
+43% +$28.8K 0.08% 81
2023
Q4 		$67.5K Buy
+2,037
New +$56.1K 0.06% 80

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abich Financial Wealth Management's CFG Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Citizens Financial Group (CFG) stake by 64% in Q3 2024, selling an estimated $83.9K and leaving 1,174 shares worth $48.2K. The position accounts for 0.11% of the portfolio, ranked #94.

Abich Financial Wealth Management first reported a position in CFG in Q4 2023 and has held it in 4 quarters since. The position peaked at $117K in Q2 2024. 795 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

  • Abich Financial Wealth Management held 1,174 shares of Citizens Financial Group worth $48.2K as of Q3 2024.
  • Abich Financial Wealth Management sold 2,076 Citizens Financial Group shares in Q3 2024, an estimated $83.9K.
  • Citizens Financial Group made up 0.11% of Abich Financial Wealth Management's portfolio in Q3 2024, its #94 holding.
  • Abich Financial Wealth Management first reported a position in Citizens Financial Group in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Citizens Financial Group position peaked at $117K in Q2 2024.
  • 795 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.