AB
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Atlas Brown’s Citigroup C Stock Holding History

Atlas Brown’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
Q2 		$689K Sell
4,924
-11
-0.2% -$1.43K 0.19% 123
2026
Q1 		$560K Sell
4,935
-13
-0.3% -$1.48K 0.17% 125
2025
Q4 		$577K Sell
4,948
-83
-2% -$8.62K 0.17% 122
2025
Q3 		$511K Buy
5,031
+182
+4% +$17.3K 0.15% 131
2025
Q2 		$413K Sell
4,849
-73
-1% -$5.28K 0.13% 148
2025
Q1 		$349K Buy
4,922
+72
+1% +$5.49K 0.12% 160
2024
Q4 		$341K Sell
4,850
-101
-2% -$6.81K 0.12% 159
2024
Q3 		$310K Sell
4,951
-2,046
-29% -$127K 0.11% 166
2024
Q2 		$444K Sell
6,997
-3,378
-33% -$208K 0.16% 128
2024
Q1 		$656K Sell
10,375
-4,055
-28% -$226K 0.24% 98
2023
Q4 		$742K Buy
14,430
+259
+2% +$11.5K 0.31% 92
2023
Q3 		$583K Buy
14,171
+421
+3% +$18.5K 0.27% 97
2023
Q2 		$633K Buy
13,750
+187
+1% +$8.76K 0.28% 99
2023
Q1 		$636K Buy
13,563
+7,132
+111% +$350K 0.29% 99
2022
Q4 		$291K Sell
6,431
-9,433
-59% -$429K 0.14% 139
2022
Q3 		$661K Buy
15,864
+1,813
+13% +$89.6K 0.34% 91
2022
Q2 		$646K Buy
14,051
+1,968
+16% +$98.4K 0.31% 94
2022
Q1 		$645K Buy
12,083
+2,321
+24% +$143K 0.26% 110
2021
Q4 		$590K Buy
9,762
+4,234
+77% +$282K 0.23% 120
2021
Q3 		$388K Buy
+5,528
New +$386K 0.17% 132

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return