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B.O.S.S. Retirement Advisors’s Citigroup C Stock Holding History

B.O.S.S. Retirement Advisors’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 		– Sell
-54,663
Closed -$3.42M – 192
2024
Q3 		$3.42M Buy
54,663
+7,987
+17% +$494K 0.69% 43
2024
Q2 		$2.96M Buy
46,676
+15,732
+51% +$970K 0.76% 43
2024
Q1 		$1.59M Sell
30,944
-1,376
-4% -$76.6K 0.61% 61
2023
Q4 		$1.66M Buy
32,320
+363
+1% +$16.1K 0.32% 102
2023
Q3 		$1.31M Buy
31,957
+4,026
+14% +$177K 0.28% 140
2023
Q2 		$1.29M Buy
+27,931
New +$1.31M 0.27% 148

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

B.O.S.S. Retirement Advisors's C Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Citigroup (C) in Q4 2024, closing a stake of 54,663 shares — an estimated $3.42M sold.

B.O.S.S. Retirement Advisors first reported a position in C in Q2 2023 and held it in 6 quarters. The position peaked at $3.42M in Q3 2024. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 54,663 Citigroup shares in Q4 2024, an estimated $3.42M.
  • B.O.S.S. Retirement Advisors first reported a position in Citigroup in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's Citigroup position peaked at $3.42M in Q3 2024.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.