Avestar Capital’s Citizens Financial Group CFG Stock Holding History

Avestar Capital’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 Q2	–	Sell	-33,660	Closed	-$1.53M	–	307
2022 Q1	$1.53M	Buy	33,660 +22,387	+199%	+$1.15M	0.24%	83
2021 Q4	$533K	Sell	11,273 -2,389	-17%	-$115K	0.07%	248
2021 Q3	$642K	Buy	+13,662	New	+$600K	0.08%	251
2019 Q3	–	Sell	-236	Closed	-$6K	–	284
2019 Q2	$6K	Hold	236	–	–	﹤0.01%	559
2019 Q1	$6K	Hold	236	–	–	﹤0.01%	545
2018 Q4	$5K	Buy	+236	New	+$8.27K	﹤0.01%	521
2018 Q3	–	Sell	-44	Closed	-$1K	–	851
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	741
2018 Q1	$1K	Buy	+44	New	+$1.98K	﹤0.01%	695

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Avestar Capital's CFG Position: Q2 2022 in Review

Avestar Capital sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 33,660 shares — an estimated $1.53M sold.

Avestar Capital first reported a position in CFG in Q1 2018 and held it in 8 quarters. The position peaked at $1.53M in Q1 2022. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Avestar Capital reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 33,660 Citizens Financial Group shares in Q2 2022, an estimated $1.53M.
Avestar Capital first reported a position in Citizens Financial Group in Q1 2018 and held it in 8 quarters.
Avestar Capital's Citizens Financial Group position peaked at $1.53M in Q1 2022.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.