AWM
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Avior Wealth Management’s Citizens Financial Group CFG Stock Holding History

Avior 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
2025
Q1 		– Sell
-1,161
Closed -$50.8K – 1010
2024
Q4 		$50.8K Buy
1,161
+35
+3% +$1.55K ﹤0.01% 1144
2024
Q3 		$46.2K Hold
1,126
– – ﹤0.01% 1146
2024
Q2 		$40.6K Sell
1,126
-245
-18% -$8.54K ﹤0.01% 1176
2024
Q1 		$49.8K Buy
1,371
+987
+257% +$32.4K ﹤0.01% 1235
2023
Q4 		$12.7K Sell
384
-50
-12% -$1.38K ﹤0.01% 951
2023
Q3 		$11.6K Buy
434
+272
+168% +$7.78K ﹤0.01% 1019
2023
Q2 		$4.22K Sell
162
-24
-13% -$661 ﹤0.01% 1221
2023
Q1 		$5.65K Buy
186
+155
+500% +$6.07K ﹤0.01% 1164
2022
Q4 		$1.22K Hold
31
– – ﹤0.01% 1103
2022
Q3 		$1K Hold
31
– – ﹤0.01% 1062
2022
Q2 		$1K Hold
31
– – ﹤0.01% 979
2022
Q1 		$1K Hold
31
– – ﹤0.01% 1016
2021
Q4 		$1K Hold
31
– – ﹤0.01% 1007
2021
Q3 		$1K Buy
31
+5
+19% +$220 ﹤0.01% 976
2021
Q2 		$1K Hold
26
– – ﹤0.01% 941
2021
Q1 		$1K Sell
26
-90
-78% -$3.75K ﹤0.01% 937
2020
Q4 		$4K Buy
116
+93
+404% +$2.92K ﹤0.01% 802
2020
Q3 		$0 Hold
23
– – ﹤0.01% 932
2020
Q2 		$0 Hold
23
– – ﹤0.01% 903
2020
Q1 		$0 Buy
+23
New +$750 ﹤0.01% 782

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Avior Wealth Management's CFG Position: Q1 2025 in Review

Avior Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 1,161 shares — an estimated $50.8K sold.

Avior Wealth Management first reported a position in CFG in Q1 2020 and held it in 20 quarters. The position peaked at $50.8K in Q4 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Avior Wealth Management reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,161 Citizens Financial Group shares in Q1 2025, an estimated $50.8K.
  • Avior Wealth Management first reported a position in Citizens Financial Group in Q1 2020 and held it in 20 quarters.
  • Avior Wealth Management's Citizens Financial Group position peaked at $50.8K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.