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Angeles Investment Advisors’s Citigroup C Stock Holding History

Angeles Investment Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,713
Closed -$235K – 219
2024
Q1 		$235K Buy
+3,713
New +$207K 0.01% 194
2023
Q2 		– Sell
-5,671
Closed -$266K – 164
2023
Q1 		$266K Buy
5,671
+330
+6% +$16.2K 0.02% 118
2022
Q4 		$242K Buy
+5,341
New +$243K 0.02% 100
2022
Q3 		– Sell
-5,145
Closed -$237K – 59
2022
Q2 		$237K Hold
5,145
– – 0.02% 93
2022
Q1 		$275K Sell
5,145
-683
-12% -$42.2K 0.02% 95
2021
Q4 		$352K Buy
5,828
+470
+9% +$31.3K 0.02% 154
2021
Q3 		$376K Buy
+5,358
New +$375K 0.02% 132

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Angeles Investment Advisors's C Position: Q2 2024 in Review

Angeles Investment Advisors sold out of Citigroup (C) in Q2 2024, closing a stake of 3,713 shares — an estimated $235K sold.

Angeles Investment Advisors first reported a position in C in Q3 2021 and held it in 7 quarters. The position peaked at $376K in Q3 2021. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

  • Angeles Investment Advisors reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 3,713 Citigroup shares in Q2 2024, an estimated $235K.
  • Angeles Investment Advisors first reported a position in Citigroup in Q3 2021 and held it in 7 quarters.
  • Angeles Investment Advisors's Citigroup position peaked at $376K in Q3 2021.
  • 1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.