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AMJ Financial Wealth Management’s Citizens Financial Group CFG Stock Holding History

AMJ Financial Wealth Management’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
Q2 		– Sell
-9,998
Closed -$453K – 57
2022
Q1 		$453K Sell
9,998
-5,968
-37% -$307K 0.18% 60
2021
Q4 		$754K Sell
15,966
-395
-2% -$19K 0.27% 50
2021
Q3 		$769K Buy
16,361
+625
+4% +$27.4K 0.32% 51
2021
Q2 		$722K Sell
15,736
-450
-3% -$21.2K 0.31% 55
2021
Q1 		$715K Buy
+16,186
New +$674K 0.35% 51

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

AMJ Financial Wealth Management's CFG Position: Q2 2022 in Review

AMJ Financial Wealth Management sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 9,998 shares — an estimated $453K sold.

AMJ Financial Wealth Management first reported a position in CFG in Q1 2021 and held it in 5 quarters. The position peaked at $769K in Q3 2021. 750 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

  • AMJ Financial Wealth Management reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 9,998 Citizens Financial Group shares in Q2 2022, an estimated $453K.
  • AMJ Financial Wealth Management first reported a position in Citizens Financial Group in Q1 2021 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Citizens Financial Group position peaked at $769K in Q3 2021.
  • 750 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.