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BBJS Financial Advisors’s Citigroup C Stock Holding History

BBJS Financial 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
Q3 		$1.5K Sell
24
-115
-83% -$7.11K ﹤0.01% 138
2024
Q2 		$8.82K Buy
139
+115
+479% +$7.09K ﹤0.01% 131
2024
Q1 		$1.52K Hold
24
– – ﹤0.01% 126
2023
Q4 		$1.24K Hold
24
– – ﹤0.01% 121
2023
Q3 		$988 Hold
24
– – ﹤0.01% 119
2023
Q2 		$1.1K Hold
24
– – ﹤0.01% 115
2023
Q1 		$1.13K Hold
24
– – ﹤0.01% 121
2022
Q4 		$1.09K Buy
+24
New +$1.09K ﹤0.01% 126

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBJS Financial Advisors's C Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Citigroup (C) stake by 83% in Q3 2024, selling an estimated $7.11K and leaving 24 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

BBJS Financial Advisors first reported a position in C in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.82K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • BBJS Financial Advisors held 24 shares of Citigroup worth $1.5K as of Q3 2024.
  • BBJS Financial Advisors sold 115 Citigroup shares in Q3 2024, an estimated $7.11K.
  • Citigroup made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #138 holding.
  • BBJS Financial Advisors first reported a position in Citigroup in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's Citigroup position peaked at $8.82K in Q2 2024.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.