Avondale Wealth Management’s Citigroup C Stock Holding History

Avondale 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
2020 Q3	–	Sell	-232	Closed	-$12K	–	93
2020 Q2	$12K	Hold	232	–	–	0.02%	78
2020 Q1	$10K	Hold	232	–	–	0.02%	87
2019 Q4	$19K	Hold	232	–	–	0.03%	73
2019 Q3	$16K	Hold	232	–	–	0.03%	78
2019 Q2	$16K	Hold	232	–	–	0.01%	85
2019 Q1	$14K	Hold	232	–	–	0.01%	89
2018 Q4	$12K	Hold	232	–	–	0.01%	89
2018 Q3	$17K	Hold	232	–	–	0.02%	72
2018 Q2	$16K	Hold	232	–	–	0.01%	71
2018 Q1	$15K	Hold	232	–	–	0.01%	73
2017 Q4	$17K	Buy	+232	New	+$17.2K	0.01%	76

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avondale Wealth Management's C Position: Q3 2020 in Review

Avondale Wealth Management sold out of Citigroup (C) in Q3 2020, closing a stake of 232 shares — an estimated $12K sold.

Avondale Wealth Management first reported a position in C in Q4 2017 and held it in 11 quarters. The position peaked at $19K in Q4 2019. 1,474 funds tracked by Wall St. Rank hold C as of Q3 2020.

Avondale Wealth Management reported no remaining Citigroup position as of Q3 2020 after selling out during the quarter.
Avondale Wealth Management sold 232 Citigroup shares in Q3 2020, an estimated $12K.
Avondale Wealth Management first reported a position in Citigroup in Q4 2017 and held it in 11 quarters.
Avondale Wealth Management's Citigroup position peaked at $19K in Q4 2019.
1,474 funds tracked by Wall St. Rank held Citigroup as of Q3 2020.

Based on Avondale Wealth Management's 13F filing for Q3 2020, filed 15 Oct 2020.