Advocacy Wealth Management Services’s Citigroup C Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-467	Closed	-$20K	–	50
2022 Q3	$20K	Hold	467	–	–	﹤0.01%	84
2022 Q2	$21K	Buy	467 +148	+46%	+$7.4K	﹤0.01%	84
2022 Q1	$17K	Hold	319	–	–	﹤0.01%	92
2021 Q4	$19K	Hold	319	–	–	﹤0.01%	97
2021 Q3	$22K	Hold	319	–	–	﹤0.01%	85
2021 Q2	$23K	Hold	319	–	–	﹤0.01%	101
2021 Q1	$23K	Sell	319 -67	-17%	-$4.47K	﹤0.01%	86
2020 Q4	$24K	Hold	386	–	–	﹤0.01%	79
2020 Q3	$17K	Sell	386 -139	-26%	-$6.92K	﹤0.01%	86
2020 Q2	$27K	Sell	525 -127	-19%	-$6.03K	0.01%	70
2020 Q1	$25K	Buy	652 +206	+46%	+$13.8K	0.01%	63
2019 Q4	$36K	Sell	446 -10	-2%	-$739	0.01%	60
2019 Q3	$32K	Hold	456	–	–	0.02%	59
2019 Q2	$32K	Hold	456	–	–	0.02%	55
2019 Q1	$29K	Hold	456	–	–	0.03%	55
2018 Q4	$24K	Buy	456 +88	+24%	+$5.57K	0.02%	74
2018 Q3	$26K	Hold	368	–	–	0.02%	74
2018 Q2	$25K	Hold	368	–	–	0.02%	69
2018 Q1	$25K	Hold	368	–	–	0.02%	71
2017 Q4	$27K	Buy	+368	New	+$27.2K	0.02%	82
2017 Q3	–	Sell	-368	Closed	-$25K	–	269
2017 Q2	$25K	Hold	368	–	–	0.01%	114
2017 Q1	$22K	Sell	368 -83	-18%	-$4.91K	0.01%	144
2016 Q4	$27K	Sell	451 -107	-19%	-$5.77K	0.01%	116
2016 Q3	$26K	Hold	558	–	–	0.01%	165
2016 Q2	$24K	Sell	558 -55	-9%	-$2.43K	0.01%	210
2016 Q1	$26K	Buy	613 +277	+82%	+$11.6K	0.02%	256
2015 Q4	$17K	Buy	+336	New	+$17.8K	0.02%	290
2013 Q3	$1K	Hold	30	–	–	﹤0.01%	281
2013 Q2	$1K	Buy	+30	New	+$1.44K	﹤0.01%	243

Other funds holding C

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's C Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Citigroup (C) in Q4 2022, closing a stake of 467 shares — an estimated $20K sold.

Advocacy Wealth Management Services first reported a position in C in Q2 2013 and held it in 29 quarters. The position peaked at $36K in Q4 2019. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 467 Citigroup shares in Q4 2022, an estimated $20K.
Advocacy Wealth Management Services first reported a position in Citigroup in Q2 2013 and held it in 29 quarters.
Advocacy Wealth Management Services's Citigroup position peaked at $36K in Q4 2019.
1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.