AWM
CFG icon

Atticus Wealth Management’s Citizens Financial Group CFG Stock Holding History

Atticus Wealth Management’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
2022
Q4 		– Sell
-92
Closed -$3K – 553
2022
Q3 		$3K Hold
92
– – ﹤0.01% 465
2022
Q2 		$3K Hold
92
– – ﹤0.01% 497
2022
Q1 		$4K Buy
+92
New +$4.73K ﹤0.01% 472
2020
Q1 		– Sell
-13
Closed -$1K – 331
2019
Q4 		$1K Buy
+13
New +$487 ﹤0.01% 309

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atticus Wealth Management's CFG Position: Q4 2022 in Review

Atticus Wealth Management sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 92 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in CFG in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Atticus Wealth Management reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 92 Citizens Financial Group shares in Q4 2022, an estimated $3K.
  • Atticus Wealth Management first reported a position in Citizens Financial Group in Q4 2019 and held it in 4 quarters.
  • Atticus Wealth Management's Citizens Financial Group position peaked at $4K in Q1 2022.
  • 771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.