Aveo Capital Partners’s Citigroup C Stock Holding History

Aveo Capital Partners’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
2022 Q3	–	Sell	-10,607	Closed	-$488K	–	271
2022 Q2	$488K	Buy	+10,607	New	+$531K	0.08%	178
2018 Q3	–	Sell	-3,385	Closed	-$227K	–	144
2018 Q2	$227K	Sell	3,385 -27	-0.8%	-$1.86K	0.1%	126
2018 Q1	$230K	Sell	3,412 -76	-2%	-$5.71K	0.1%	121
2017 Q4	$260K	Buy	+3,488	New	+$258K	0.09%	115
2017 Q1	–	Sell	-4,794	Closed	-$285K	–	148
2016 Q4	$285K	Buy	+4,794	New	+$259K	0.08%	161

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aveo Capital Partners's C Position: Q3 2022 in Review

Aveo Capital Partners sold out of Citigroup (C) in Q3 2022, closing a stake of 10,607 shares — an estimated $488K sold.

Aveo Capital Partners first reported a position in C in Q4 2016 and held it in 5 quarters. The position peaked at $488K in Q2 2022. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Aveo Capital Partners reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Aveo Capital Partners sold 10,607 Citigroup shares in Q3 2022, an estimated $488K.
Aveo Capital Partners first reported a position in Citigroup in Q4 2016 and held it in 5 quarters.
Aveo Capital Partners's Citigroup position peaked at $488K in Q2 2022.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Aveo Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.