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Baldwin Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Baldwin Wealth Partners’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
-50
Closed -$2.05K – 361
2024
Q3 		$2.05K Buy
50
+21
+72% +$849 ﹤0.01% 945
2024
Q2 		$1.04K Buy
+29
New +$1.01K ﹤0.01% 719
2023
Q4 		– Sell
-125
Closed -$3.35K – 733
2023
Q3 		$3.35K Hold
125
– – ﹤0.01% 655
2023
Q2 		$3.26K Hold
125
– – ﹤0.01% 675
2023
Q1 		$3.8K Hold
125
– – ﹤0.01% 698
2022
Q4 		$4.92K Buy
+125
New +$4.88K ﹤0.01% 660

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Baldwin Wealth Partners's CFG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 50 shares — an estimated $2.05K sold.

Baldwin Wealth Partners first reported a position in CFG in Q4 2022 and held it in 6 quarters. The position peaked at $4.92K in Q4 2022. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 50 Citizens Financial Group shares in Q4 2024, an estimated $2.05K.
  • Baldwin Wealth Partners first reported a position in Citizens Financial Group in Q4 2022 and held it in 6 quarters.
  • Baldwin Wealth Partners's Citizens Financial Group position peaked at $4.92K in Q4 2022.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.