Advisor Partners’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$2.51M Buy
54,612
+4,397
+9% +$220K 0.18% 117
2022
Q1
$2.68M Buy
50,215
+2,198
+5% +$136K 0.17% 119
2021
Q4
$2.9M Sell
48,017
-7,552
-14% -$502K 0.18% 106
2021
Q3
$3.9M Sell
55,569
-1,122
-2% -$78.4K 0.26% 73
2021
Q2
$4.01M Sell
56,691
-637
-1% -$47.1K 0.26% 73
2021
Q1
$4.17M Buy
57,328
+2,121
+4% +$142K 0.3% 64
2020
Q4
$3.4M Sell
55,207
-6,641
-11% -$338K 0.26% 70
2020
Q3
$2.67M Sell
61,848
-25,908
-30% -$1.29M 0.23% 78
2020
Q2
$4.49M Buy
87,756
+36,002
+70% +$1.71M 0.42% 52
2020
Q1
$2.18M Sell
51,754
-39,498
-43% -$2.65M 0.26% 71
2019
Q4
$7.41M Buy
91,252
+2,929
+3% +$216K 0.77% 26
2019
Q3
$6.1M Buy
88,323
+9,701
+12% +$660K 0.74% 27
2019
Q2
$5.51M Buy
78,622
+5,980
+8% +$400K 0.67% 29
2019
Q1
$4.52M Buy
72,642
+17,165
+31% +$1.07M 0.58% 34
2018
Q4
$2.89M Sell
55,477
-13,539
-20% -$857K 0.46% 45
2018
Q3
$4.95M Buy
69,016
+5,722
+9% +$405K 0.67% 24
2018
Q2
$4.24M Sell
63,294
-144
-0.2% -$9.91K 0.72% 24
2018
Q1
$4.28M Buy
63,438
+2,466
+4% +$185K 0.79% 21
2017
Q4
$4.77M Buy
60,972
+5,002
+9% +$370K 0.85% 19
2017
Q3
$4.07M Buy
55,970
+1,755
+3% +$120K 0.8% 21
2017
Q2
$3.63M Buy
54,215
+5,279
+11% +$324K 0.85% 24
2017
Q1
$2.93M Buy
48,936
+4,685
+11% +$277K 0.78% 25
2016
Q4
$2.63M Buy
44,251
+3,382
+8% +$182K 0.79% 26
2016
Q3
$1.93M Buy
40,869
+5,583
+16% +$254K 0.64% 35
2016
Q2
$1.5M Buy
35,286
+730
+2% +$32.3K 0.52% 47
2016
Q1
$1.44M Sell
34,556
-16,606
-32% -$694K 0.54% 45
2015
Q4
$2.65M Buy
51,162
+3,658
+8% +$194K 0.9% 28
2015
Q3
$2.38M Buy
47,504
+1,624
+4% +$88.7K 1% 21
2015
Q2
$2.42M Buy
45,880
+4,814
+12% +$262K 0.93% 20
2015
Q1
$2.12M Sell
41,066
-4,160
-9% -$212K 0.9% 21
2014
Q4
$2.44M Buy
45,226
+3,861
+9% +$205K 1.08% 12
2014
Q3
$2.14M Buy
41,365
+933
+2% +$46.9K 1.23% 16
2014
Q2
$1.9M Buy
40,432
+675
+2% +$32.1K 0.94% 21
2014
Q1
$1.89M Buy
39,757
+1,067
+3% +$53.1K 1.04% 17
2013
Q4
$2.02M Buy
38,690
+2,854
+8% +$144K 1.16% 14
2013
Q3
$1.74M Buy
35,836
+1,731
+5% +$87.5K 1.24% 15
2013
Q2
$1.64M Buy
+34,105
New +$1.64M 1.34% 15

Other funds holding C

Advisor Partners's C Position: Q2 2022 in Review

Advisor Partners increased its Citigroup (C) stake by 8.8% in Q2 2022, buying an estimated $220K and bringing the position to 54,612 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #117.

Advisor Partners first reported a position in C in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.41M in Q4 2019. 1,660 funds tracked by Wall St. Rank hold C as of Q2 2022.

  • Advisor Partners held 54,612 shares of Citigroup worth $2.51M as of Q2 2022.
  • Advisor Partners bought 4,397 Citigroup shares in Q2 2022, an estimated $220K.
  • Citigroup made up 0.18% of Advisor Partners's portfolio in Q2 2022, its #117 holding.
  • Advisor Partners first reported a position in Citigroup in Q2 2013 and has held it in 37 quarters since.
  • Advisor Partners's Citigroup position peaked at $7.41M in Q4 2019.
  • 1,660 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.