Aquire Wealth Advisors’s Citigroup C Stock Holding History

Aquire Wealth 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
2022 Q1	–	Sell	-4	Closed	–	–	67
2021 Q4	$0	Buy	+4	New	+$266	﹤0.01%	250

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Aquire Wealth Advisors's C Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Citigroup (C) in Q1 2022, closing a stake of 4 shares.

Aquire Wealth Advisors first reported a position in C in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 1,762 funds tracked by Wall St. Rank hold C as of Q1 2022.

Aquire Wealth Advisors reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 4 Citigroup shares in Q1 2022.
Aquire Wealth Advisors first reported a position in Citigroup in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Citigroup position peaked at $0 in Q4 2021.
1,762 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.