Avondale Wealth Management’s Citizens Financial Group CFG Stock Holding History

Avondale 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
2020 Q3	–	Sell	-474	Closed	-$12K	–	94
2020 Q2	$12K	Hold	474	–	–	0.02%	79
2020 Q1	$9K	Hold	474	–	–	0.01%	90
2019 Q4	$19K	Hold	474	–	–	0.03%	74
2019 Q3	$17K	Hold	474	–	–	0.03%	77
2019 Q2	$17K	Hold	474	–	–	0.01%	82
2019 Q1	$15K	Hold	474	–	–	0.01%	88
2018 Q4	$14K	Hold	474	–	–	0.01%	83
2018 Q3	$18K	Hold	474	–	–	0.02%	69
2018 Q2	$18K	Hold	474	–	–	0.01%	66
2018 Q1	$19K	Hold	474	–	–	0.02%	64
2017 Q4	$20K	Buy	+474	New	+$18.5K	0.02%	69

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Avondale Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2020, closing a stake of 474 shares — an estimated $12K sold.

Avondale Wealth Management first reported a position in CFG in Q4 2017 and held it in 11 quarters. The position peaked at $20K in Q4 2017. 552 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

Avondale Wealth Management reported no remaining Citizens Financial Group position as of Q3 2020 after selling out during the quarter.
Avondale Wealth Management sold 474 Citizens Financial Group shares in Q3 2020, an estimated $12K.
Avondale Wealth Management first reported a position in Citizens Financial Group in Q4 2017 and held it in 11 quarters.
Avondale Wealth Management's Citizens Financial Group position peaked at $20K in Q4 2017.
552 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

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