AIP
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Almanack Investment Partners’s Citizens Financial Group CFG Stock Holding History

Almanack 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
2022
Q4 		– Sell
-108
Closed -$4K – 350
2022
Q3 		$4K Buy
+108
New +$4K ﹤0.01% 606
2018
Q2 		– Sell
-3,093
Closed -$130K – 152
2018
Q1 		$130K Buy
+3,093
New +$139K 0.05% 149

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Almanack Investment Partners's CFG Position: Q4 2022 in Review

Almanack Investment Partners sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 108 shares — an estimated $4K sold.

Almanack Investment Partners first reported a position in CFG in Q1 2018 and held it in 2 quarters. The position peaked at $130K in Q1 2018. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Almanack Investment Partners reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 108 Citizens Financial Group shares in Q4 2022, an estimated $4K.
  • Almanack Investment Partners first reported a position in Citizens Financial Group in Q1 2018 and held it in 2 quarters.
  • Almanack Investment Partners's Citizens Financial Group position peaked at $130K in Q1 2018.
  • 771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.