Atlas Private Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-34	Closed	-$2K	–	240
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	656
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	665
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	729
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	695
2020 Q3	$1K	Hold	34	–	–	﹤0.01%	611
2020 Q2	$1K	Buy	+34	New	+$772	﹤0.01%	637

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Atlas Private Wealth Advisors's CFG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in CFG in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 34 Citizens Financial Group shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Citizens Financial Group in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Citizens Financial Group position peaked at $2K in Q3 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.