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AFS Financial Group’s Citigroup C Stock Holding History

AFS Financial Group’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
2023
Q4 		– Sell
-7,482
Closed -$308K – 67
2023
Q3 		$308K Sell
7,482
-3,602
-32% -$158K 0.21% 70
2023
Q2 		$510K Sell
11,084
-2
-0% -$94 0.33% 53
2023
Q1 		$520K Buy
11,086
+2
+0% +$98 0.35% 52
2022
Q4 		$501K Buy
+11,084
New +$504K 0.36% 51

Other funds holding C

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AFS Financial Group's C Position: Q4 2023 in Review

AFS Financial Group sold out of Citigroup (C) in Q4 2023, closing a stake of 7,482 shares — an estimated $308K sold.

AFS Financial Group first reported a position in C in Q4 2022 and held it in 4 quarters. The position peaked at $520K in Q1 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • AFS Financial Group reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 7,482 Citigroup shares in Q4 2023, an estimated $308K.
  • AFS Financial Group first reported a position in Citigroup in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Citigroup position peaked at $520K in Q1 2023.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.