Altus Wealth Group’s Citizens Financial Group CFG Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-28	Closed	-$1K	–	274
2020 Q4	$1K	Buy	+28	New	+$879	﹤0.01%	782

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Altus Wealth Group's CFG Position: Q1 2021 in Review

Altus Wealth Group sold out of Citizens Financial Group (CFG) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in CFG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 683 funds tracked by Wall St. Rank hold CFG as of Q1 2021.

Altus Wealth Group reported no remaining Citizens Financial Group position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 28 Citizens Financial Group shares in Q1 2021, an estimated $1K.
Altus Wealth Group first reported a position in Citizens Financial Group in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Citizens Financial Group position peaked at $1K in Q4 2020.
683 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.