Artemis Wealth Advisors’s Citigroup C Stock Holding History

Artemis 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
2020 Q4	–	Sell	-10	Closed	-$431	–	77
2020 Q3	$431	Hold	10	–	–	﹤0.01%	85
2020 Q2	$511	Hold	10	–	–	﹤0.01%	58
2020 Q1	$421	Sell	10 -568	-98%	-$38.1K	﹤0.01%	66
2019 Q4	$46.2K	Buy	578 +568	+5,680%	+$42K	0.02%	47
2019 Q3	$691	Hold	10	–	–	﹤0.01%	28
2019 Q2	$700	Hold	10	–	–	﹤0.01%	30
2019 Q1	$622	Hold	10	–	–	﹤0.01%	30
2018 Q4	$521	Hold	10	–	–	﹤0.01%	42
2018 Q3	$717	Hold	10	–	–	﹤0.01%	30
2018 Q2	$669	Hold	10	–	–	﹤0.01%	30
2018 Q1	$675	Hold	10	–	–	﹤0.01%	31
2017 Q4	$744	Hold	10	–	–	﹤0.01%	28
2017 Q3	$727	Hold	10	–	–	﹤0.01%	27
2017 Q2	$669	Hold	10	–	–	﹤0.01%	24
2017 Q1	$598	Hold	10	–	–	﹤0.01%	41
2016 Q4	$1K	Buy	+10	New	+$540	﹤0.01%	34

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artemis Wealth Advisors's C Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Citigroup (C) in Q4 2020, closing a stake of 10 shares — an estimated $431 sold.

Artemis Wealth Advisors first reported a position in C in Q4 2016 and held it in 16 quarters. The position peaked at $46.2K in Q4 2019. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

Artemis Wealth Advisors reported no remaining Citigroup position as of Q4 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 10 Citigroup shares in Q4 2020, an estimated $431.
Artemis Wealth Advisors first reported a position in Citigroup in Q4 2016 and held it in 16 quarters.
Artemis Wealth Advisors's Citigroup position peaked at $46.2K in Q4 2019.
1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.