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Arbor Investment Advisors’s Citigroup C Stock Holding History

Arbor 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
2023
Q3 		– Sell
-8,133
Closed -$374K – 103
2023
Q2 		$374K Hold
8,133
– – 0.07% 65
2023
Q1 		$381K Hold
8,133
– – 0.07% 64
2022
Q4 		$368K Buy
+8,133
New +$369K 0.08% 68

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arbor Investment Advisors's C Position: Q3 2023 in Review

Arbor Investment Advisors sold out of Citigroup (C) in Q3 2023, closing a stake of 8,133 shares — an estimated $374K sold.

Arbor Investment Advisors first reported a position in C in Q4 2022 and held it in 3 quarters. The position peaked at $381K in Q1 2023. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • Arbor Investment Advisors reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
  • Arbor Investment Advisors sold 8,133 Citigroup shares in Q3 2023, an estimated $374K.
  • Arbor Investment Advisors first reported a position in Citigroup in Q4 2022 and held it in 3 quarters.
  • Arbor Investment Advisors's Citigroup position peaked at $381K in Q1 2023.
  • 1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Arbor Investment Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.