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Ahrens Investment Partners’s Citigroup C Stock Holding History

Ahrens Investment Partners’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
Q1 		$3.23K Buy
+69
New +$3.39K ﹤0.01% 829
2022
Q3 		– Sell
-646
Closed -$30K – 268
2022
Q2 		$30K Sell
646
-488
-43% -$24.4K 0.01% 423
2022
Q1 		$61K Buy
1,134
+6
+0.5% +$371 0.02% 352
2021
Q4 		$68K Buy
+1,128
New +$75K 0.03% 354

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ahrens Investment Partners's C Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Citigroup (C) in Q1 2023: 69 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in C as recently as Q2 2022.

Ahrens Investment Partners first reported a position in C in Q4 2021 and has held it in 4 quarters since. The position peaked at $68K in Q4 2021. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

  • Ahrens Investment Partners held 69 shares of Citigroup worth $3.23K as of Q1 2023.
  • Citigroup was a new Ahrens Investment Partners position in Q1 2023.
  • Citigroup made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #829 holding.
  • Ahrens Investment Partners first reported a position in Citigroup in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Citigroup position peaked at $68K in Q4 2021.
  • 1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.