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BDO Wealth Advisors’s Citigroup C Stock Holding History

BDO Wealth 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
2023
Q2 		$26.4K Hold
574
– – ﹤0.01% 535
2023
Q1 		$26.9K Hold
574
– – ﹤0.01% 532
2022
Q4 		$26K Sell
574
-139,300
-100% -$6.33M ﹤0.01% 525
2022
Q3 		$5.83M Sell
139,874
-2,691
-2% -$133K 0.77% 24
2022
Q2 		$6.56M Sell
142,565
-1,648
-1% -$82.4K 0.81% 25
2022
Q1 		$7.7M Sell
144,213
-131
-0.1% -$8.09K 0.82% 23
2021
Q4 		$8.72M Sell
144,344
-1,697
-1% -$113K 0.92% 23
2021
Q3 		$10.2M Buy
146,041
+668
+0.5% +$46.7K 1.13% 18
2021
Q2 		$10.3M Sell
145,373
-2,525
-2% -$187K 1.14% 18
2021
Q1 		$10.8M Sell
147,898
-3,443
-2% -$230K 1.27% 17
2020
Q4 		$9.33M Sell
151,341
-5,533
-4% -$281K 1.31% 17
2020
Q3 		$6.76M Sell
156,874
-2,206
-1% -$110K 1.1% 19
2020
Q2 		$8.13M Buy
159,080
+64,570
+68% +$3.06M 1.43% 15
2020
Q1 		$3.98M Buy
94,510
+94,087
+22,243% +$6.32M 0.8% 24
2019
Q4 		$34K Hold
423
– – 0.01% 341
2019
Q3 		$29K Sell
423
-64
-13% -$4.35K 0.01% 368
2019
Q2 		$34K Sell
487
-212
-30% -$14.2K 0.01% 348
2019
Q1 		$44K Sell
699
-1,099
-61% -$68.2K 0.01% 295
2018
Q4 		$94K Buy
1,798
+2
+0.1% +$127 0.03% 210
2018
Q3 		$129K Buy
1,796
+137
+8% +$9.69K 0.04% 192
2018
Q2 		$111K Buy
1,659
+465
+39% +$32K 0.04% 206
2018
Q1 		$81K Buy
1,194
+63
+6% +$4.74K 0.03% 197
2017
Q4 		$84K Buy
1,131
+11
+1% +$813 0.04% 163
2017
Q3 		$81K Sell
1,120
-270
-19% -$18.4K 0.04% 150
2017
Q2 		$93K Buy
+1,390
New +$85.2K 0.04% 177

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's C Position: Q2 2023 in Review

BDO Wealth Advisors held its Citigroup (C) position steady in Q2 2023 at 574 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

BDO Wealth Advisors first reported a position in C in Q2 2017 and has held it in 25 quarters since. The position peaked at $10.8M in Q1 2021. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

  • BDO Wealth Advisors held 574 shares of Citigroup worth $26.4K as of Q2 2023.
  • BDO Wealth Advisors left its Citigroup share count unchanged in Q2 2023.
  • Citigroup made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #535 holding.
  • BDO Wealth Advisors first reported a position in Citigroup in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Citigroup position peaked at $10.8M in Q1 2021.
  • 1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.