ACG Wealth’s Citizens Financial Group CFG Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-3	Closed	–	–	354
2022 Q2	$0	Buy	+3	New	+$118	﹤0.01%	930

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACG Wealth's CFG Position: Q3 2022 in Review

ACG Wealth sold out of Citizens Financial Group (CFG) in Q3 2022, closing a stake of 3 shares.

ACG Wealth first reported a position in CFG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 732 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

ACG Wealth reported no remaining Citizens Financial Group position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 3 Citizens Financial Group shares in Q3 2022.
ACG Wealth first reported a position in Citizens Financial Group in Q2 2022 and held it in 1 quarter.
ACG Wealth's Citizens Financial Group position peaked at $0 in Q2 2022.
732 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.