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American Research & Management Company’s Citizens Financial Group CFG Stock Holding History

American Research & Management Company’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
Q3 		$30K Hold
882
– – 0.01% 226
2022
Q2 		$31K Buy
882
+757
+606% +$29.9K 0.01% 224
2022
Q1 		$6K Buy
+125
New +$6.42K ﹤0.01% 334

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

American Research & Management Company's CFG Position: Q3 2022 in Review

American Research & Management Company held its Citizens Financial Group (CFG) position steady in Q3 2022 at 882 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #226.

American Research & Management Company first reported a position in CFG in Q1 2022 and has held it in 3 quarters since. The position peaked at $31K in Q2 2022. 733 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

  • American Research & Management Company held 882 shares of Citizens Financial Group worth $30K as of Q3 2022.
  • American Research & Management Company left its Citizens Financial Group share count unchanged in Q3 2022.
  • Citizens Financial Group made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #226 holding.
  • American Research & Management Company first reported a position in Citizens Financial Group in Q1 2022 and has held it in 3 quarters since.
  • American Research & Management Company's Citizens Financial Group position peaked at $31K in Q2 2022.
  • 733 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.