Advisory Alpha’s Citizens Financial Group CFG Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-80	Closed	-$2K	–	191
2020 Q3	$2K	Buy	+80	New	+$2.03K	﹤0.01%	603
2020 Q2	–	Sell	-125	Closed	-$2.53K	–	166
2020 Q1	$2.53K	Buy	+125	New	+$4.08K	﹤0.01%	577
2019 Q4	–	Sell	-24	Closed	-$792	–	781
2019 Q3	$792	Buy	+24	New	+$838	﹤0.01%	757
2019 Q2	–	Sell	-12	Closed	-$430	–	198
2019 Q1	$430	Buy	+12	New	+$416	﹤0.01%	682

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Alpha's CFG Position: Q4 2020 in Review

Advisory Alpha sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 80 shares — an estimated $2K sold.

Advisory Alpha first reported a position in CFG in Q1 2019 and held it in 4 quarters. The position peaked at $2.53K in Q1 2020. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

Advisory Alpha reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 80 Citizens Financial Group shares in Q4 2020, an estimated $2K.
Advisory Alpha first reported a position in Citizens Financial Group in Q1 2019 and held it in 4 quarters.
Advisory Alpha's Citizens Financial Group position peaked at $2.53K in Q1 2020.
610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.