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Atlantic Edge Private Wealth Management’s Citigroup C Stock Holding History

Atlantic Edge Private Wealth Management’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
2026
Q1 		$50.9K Hold
449
– – 0.01% 237
2025
Q4 		$52.4K Buy
449
+75
+20% +$7.79K 0.01% 217
2025
Q3 		$38K Buy
374
+75
+25% +$7.12K 0.01% 235
2025
Q2 		$25.5K Buy
299
+25
+9% +$1.81K 0.01% 273
2025
Q1 		$19.5K Hold
274
– – 0.01% 286
2024
Q4 		$19.3K Hold
274
– – 0.01% 280
2024
Q3 		$17.2K Hold
274
– – 0.01% 287
2024
Q2 		$17.4K Hold
274
– – 0.01% 266
2024
Q1 		$17.3K Buy
274
+33
+14% +$1.84K 0.01% 263
2023
Q4 		$12.4K Buy
+241
New +$10.7K 0.01% 280

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return