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Aft Forsyth & Sober’s Citigroup C Stock Holding History

Aft Forsyth & Sober’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
Q1 		– Sell
-24,550
Closed -$1.48M – 92
2021
Q4 		$1.48M Hold
24,550
– – 0.52% 53
2021
Q3 		$1.72M Hold
24,550
– – 0.65% 39
2021
Q2 		$1.74M Hold
24,550
– – 0.65% 31
2021
Q1 		$1.79M Buy
24,550
+16,350
+199% +$1.09M 0.73% 27
2020
Q4 		$506K Buy
+8,200
New +$417K 0.39% 46

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aft Forsyth & Sober's C Position: Q1 2022 in Review

Aft Forsyth & Sober sold out of Citigroup (C) in Q1 2022, closing a stake of 24,550 shares — an estimated $1.48M sold.

Aft Forsyth & Sober first reported a position in C in Q4 2020 and held it in 5 quarters. The position peaked at $1.79M in Q1 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • Aft Forsyth & Sober reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • Aft Forsyth & Sober sold 24,550 Citigroup shares in Q1 2022, an estimated $1.48M.
  • Aft Forsyth & Sober first reported a position in Citigroup in Q4 2020 and held it in 5 quarters.
  • Aft Forsyth & Sober's Citigroup position peaked at $1.79M in Q1 2021.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Aft Forsyth & Sober's 13F filing for Q1 2022, filed 5 May 2022.