B. Riley Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

B. Riley Wealth 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
2023 Q3	–	Sell	-42,739	Closed	-$1.11M	–	1517
2023 Q2	$1.11M	Buy	+42,739	New	+$1.18M	0.03%	529
2022 Q4	–	Sell	-6,171	Closed	-$212K	–	1506
2022 Q3	$212K	Buy	+6,171	New	+$228K	0.01%	1193
2021 Q2	–	Sell	-13,923	Closed	-$614K	–	1383
2021 Q1	$614K	Buy	+13,923	New	+$579K	0.02%	640
2018 Q2	–	Sell	-12,106	Closed	-$508K	–	679
2018 Q1	$508K	Buy	+12,106	New	+$544K	0.07%	309

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Advisors's CFG Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Citizens Financial Group (CFG) in Q3 2023, closing a stake of 42,739 shares — an estimated $1.11M sold.

B. Riley Wealth Advisors first reported a position in CFG in Q1 2018 and held it in 4 quarters. The position peaked at $1.11M in Q2 2023. 646 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Citizens Financial Group position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 42,739 Citizens Financial Group shares in Q3 2023, an estimated $1.11M.
B. Riley Wealth Advisors first reported a position in Citizens Financial Group in Q1 2018 and held it in 4 quarters.
B. Riley Wealth Advisors's Citizens Financial Group position peaked at $1.11M in Q2 2023.
646 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.