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Amplius Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Amplius Wealth Advisors’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
-7,842
Closed -$269K – 168
2022
Q3 		$269K Sell
7,842
-3,890
-33% -$144K 0.05% 126
2022
Q2 		$418K Sell
11,732
-331
-3% -$13.1K 0.07% 108
2022
Q1 		$546K Sell
12,063
-145
-1% -$7.45K 0.08% 95
2021
Q4 		$576K Buy
+12,208
New +$588K 0.08% 99

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

Amplius Wealth Advisors's CFG Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 7,842 shares — an estimated $269K sold.

Amplius Wealth Advisors first reported a position in CFG in Q4 2021 and held it in 4 quarters. The position peaked at $576K in Q4 2021. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 7,842 Citizens Financial Group shares in Q4 2022, an estimated $269K.
  • Amplius Wealth Advisors first reported a position in Citizens Financial Group in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Citizens Financial Group position peaked at $576K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.