AJOVista’s Citigroup C Stock Holding History

AJOVista’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
2024 Q3	–	Sell	-3,496	Closed	-$222K	–	127
2024 Q2	$222K	Hold	3,496	–	–	0.64%	39
2024 Q1	$221K	Hold	3,496	–	–	0.6%	45
2023 Q4	$180K	Buy	+3,496	New	+$155K	0.23%	94

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AJOVista's C Position: Q3 2024 in Review

AJOVista sold out of Citigroup (C) in Q3 2024, closing a stake of 3,496 shares — an estimated $222K sold.

AJOVista first reported a position in C in Q4 2023 and held it in 3 quarters. The position peaked at $222K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

AJOVista reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
AJOVista sold 3,496 Citigroup shares in Q3 2024, an estimated $222K.
AJOVista first reported a position in Citigroup in Q4 2023 and held it in 3 quarters.
AJOVista's Citigroup position peaked at $222K in Q2 2024.
1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.