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Avitas Wealth Management’s Citigroup C Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$1.61M Buy
22,907
+143
+0.6% +$9.64K 0.22% 105
2024
Q3 		$1.43M Buy
22,764
+332
+1% +$20.5K 0.2% 119
2024
Q2 		$1.42M Buy
22,432
+63
+0.3% +$3.88K 0.21% 113
2024
Q1 		$1.41M Buy
+22,369
New +$1.24M 0.21% 116
2020
Q4 		– Sell
-36,856
Closed -$1.59M – 211
2020
Q3 		$1.59M Buy
+36,856
New +$1.84M 0.44% 92

Other funds holding C

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's C Position: Q4 2024 in Review

Avitas Wealth Management increased its Citigroup (C) stake by 0.63% in Q4 2024, buying an estimated $9.64K and bringing the position to 22,907 shares worth $1.61M. The position accounts for 0.22% of the portfolio, ranked #105.

Avitas Wealth Management first reported a position in C in Q3 2020 and has held it in 5 quarters since. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Avitas Wealth Management held 22,907 shares of Citigroup worth $1.61M as of Q4 2024.
  • Avitas Wealth Management bought 143 Citigroup shares in Q4 2024, an estimated $9.64K.
  • Citigroup made up 0.22% of Avitas Wealth Management's portfolio in Q4 2024, its #105 holding.
  • Avitas Wealth Management first reported a position in Citigroup in Q3 2020 and has held it in 5 quarters since.
  • 1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.