AIP
CFG icon

Ahrens Investment Partners’s Citizens Financial Group CFG Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$8.75K Buy
+288
New +$11.3K ﹤0.01% 667
2022
Q3 		– Sell
-288
Closed -$10K – 278
2022
Q2 		$10K Hold
288
– – ﹤0.01% 636
2022
Q1 		$13K Hold
288
– – ﹤0.01% 665
2021
Q4 		$14K Buy
+288
New +$13.9K 0.01% 659

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ahrens Investment Partners opened a new position in Citizens Financial Group (CFG) in Q1 2023: 288 shares worth $8.75K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CFG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CFG in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q4 2021. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Ahrens Investment Partners held 288 shares of Citizens Financial Group worth $8.75K as of Q1 2023.
  • Citizens Financial Group was a new Ahrens Investment Partners position in Q1 2023.
  • Citizens Financial Group made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #667 holding.
  • Ahrens Investment Partners first reported a position in Citizens Financial Group in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Citizens Financial Group position peaked at $14K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

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