AIA
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Avalon Investment & Advisory’s Citizens CIA Stock Holding History

Avalon Investment & Advisory’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-278,231
Closed -$1.59M – 347
2020
Q4 		$1.59M Sell
278,231
-32,995
-11% -$198K 0.03% 216
2020
Q3 		$1.72M Buy
+311,226
New +$1.8M 0.04% 194

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avalon Investment & Advisory's CIA Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of Citizens (CIA) in Q1 2021, closing a stake of 278,231 shares — an estimated $1.59M sold.

Avalon Investment & Advisory first reported a position in CIA in Q3 2020 and held it in 2 quarters. The position peaked at $1.72M in Q3 2020. 67 funds tracked by Wall St. Rank hold CIA as of Q1 2021.

  • Avalon Investment & Advisory reported no remaining Citizens position as of Q1 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 278,231 Citizens shares in Q1 2021, an estimated $1.59M.
  • Avalon Investment & Advisory first reported a position in Citizens in Q3 2020 and held it in 2 quarters.
  • Avalon Investment & Advisory's Citizens position peaked at $1.72M in Q3 2020.
  • 67 funds tracked by Wall St. Rank held Citizens as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.