B.O.S.S. Retirement Advisors’s Citizens Financial Group CFG Stock Holding History

B.O.S.S. Retirement Advisors’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
2024 Q4	–	Sell	-45,063	Closed	-$1.85M	–	194
2024 Q3	$1.85M	Buy	45,063 +793	+2%	+$32K	0.37%	68
2024 Q2	$1.6M	Buy	44,270 +3,553	+9%	+$124K	0.41%	65
2024 Q1	$1.35M	Sell	40,717 -4,647	-10%	-$152K	0.52%	76
2023 Q4	$1.5M	Sell	45,364 -7,008	-13%	-$193K	0.29%	117
2023 Q3	$1.4M	Sell	52,372 -6,167	-11%	-$176K	0.3%	123
2023 Q2	$1.53M	Buy	58,539 +14,369	+33%	+$396K	0.32%	123
2023 Q1	$1.34M	Sell	44,170 -1,802	-4%	-$70.6K	0.32%	126
2022 Q4	$1.81M	Buy	+45,972	New	+$1.8M	0.46%	86

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 World Investors Los Angeles, California $733B AUM 35.63% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 45,063 shares — an estimated $1.85M sold.

B.O.S.S. Retirement Advisors first reported a position in CFG in Q4 2022 and held it in 8 quarters. The position peaked at $1.85M in Q3 2024. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 45,063 Citizens Financial Group shares in Q4 2024, an estimated $1.85M.
B.O.S.S. Retirement Advisors first reported a position in Citizens Financial Group in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Citizens Financial Group position peaked at $1.85M in Q3 2024.
818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

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