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Bard Financial Services’s Citizens Financial Group CFG Stock Holding History

Bard Financial Services’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
Q1 		– Sell
-6,120
Closed -$241K – 327
2022
Q4 		$241K Buy
+6,120
New +$239K 0.02% 268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Financial Services's CFG Position: Q1 2023 in Review

Bard Financial Services sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 6,120 shares — an estimated $241K sold.

Bard Financial Services first reported a position in CFG in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Bard Financial Services reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Bard Financial Services sold 6,120 Citizens Financial Group shares in Q1 2023, an estimated $241K.
  • Bard Financial Services first reported a position in Citizens Financial Group in Q4 2022 and held it in 1 quarter.
  • Bard Financial Services's Citizens Financial Group position peaked at $241K in Q4 2022.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Bard Financial Services's 13F filing for Q1 2023, filed 26 Apr 2023.