Authentikos Wealth Advisory’s Citigroup C Stock Holding History

Authentikos Wealth Advisory’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
2023 Q4	–	Sell	-8	Closed	-$329	–	123
2023 Q3	$329	Buy	+8	New	+$351	﹤0.01%	596

Other funds holding C

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Authentikos Wealth Advisory's C Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Citigroup (C) in Q4 2023, closing a stake of 8 shares — an estimated $329 sold.

Authentikos Wealth Advisory first reported a position in C in Q3 2023 and held it in 1 quarter. The position peaked at $329 in Q3 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 8 Citigroup shares in Q4 2023, an estimated $329.
Authentikos Wealth Advisory first reported a position in Citigroup in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Citigroup position peaked at $329 in Q3 2023.
1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.