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Aspire Private Capital’s Citizens Financial Group CFG Stock Holding History

Aspire Private Capital’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
2020
Q1 		– Sell
-3,110
Closed -$126K – 271
2019
Q4 		$126K Buy
3,110
+87
+3% +$3.26K 0.05% 145
2019
Q3 		$107K Buy
3,023
+290
+11% +$10.1K 0.05% 154
2019
Q2 		$97K Buy
2,733
+416
+18% +$14.5K 0.05% 157
2019
Q1 		$75K Sell
2,317
-78
-3% -$2.7K 0.04% 196
2018
Q4 		$71K Buy
+2,395
New +$84K 0.04% 182

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aspire Private Capital's CFG Position: Q1 2020 in Review

Aspire Private Capital sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 3,110 shares — an estimated $126K sold.

Aspire Private Capital first reported a position in CFG in Q4 2018 and held it in 5 quarters. The position peaked at $126K in Q4 2019. 579 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • Aspire Private Capital reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • Aspire Private Capital sold 3,110 Citizens Financial Group shares in Q1 2020, an estimated $126K.
  • Aspire Private Capital first reported a position in Citizens Financial Group in Q4 2018 and held it in 5 quarters.
  • Aspire Private Capital's Citizens Financial Group position peaked at $126K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on Aspire Private Capital's 13F filing for Q1 2020, filed 14 May 2020.