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Beacon Bridge Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Beacon Bridge 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
2023
Q1 		– Sell
-6,247
Closed -$246K – 91
2022
Q4 		$246K Buy
+6,247
New +$244K 0.18% 78

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Bridge Wealth Partners's CFG Position: Q1 2023 in Review

Beacon Bridge Wealth Partners sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 6,247 shares — an estimated $246K sold.

Beacon Bridge Wealth Partners first reported a position in CFG in Q4 2022 and held it in 1 quarter. The position peaked at $246K in Q4 2022. 738 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Beacon Bridge Wealth Partners reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 6,247 Citizens Financial Group shares in Q1 2023, an estimated $246K.
  • Beacon Bridge Wealth Partners first reported a position in Citizens Financial Group in Q4 2022 and held it in 1 quarter.
  • Beacon Bridge Wealth Partners's Citizens Financial Group position peaked at $246K in Q4 2022.
  • 738 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2023, filed 8 May 2023.