Beam Wealth Advisors’s Citigroup C Stock Holding History

Beam 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
2024 Q2	–	Sell	-3,456	Closed	-$219K	–	106
2024 Q1	$219K	Buy	+3,456	New	+$192K	0.13%	102

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beam Wealth Advisors's C Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Citigroup (C) in Q2 2024, closing a stake of 3,456 shares — an estimated $219K sold.

Beam Wealth Advisors first reported a position in C in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Beam Wealth Advisors reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 3,456 Citigroup shares in Q2 2024, an estimated $219K.
Beam Wealth Advisors first reported a position in Citigroup in Q1 2024 and held it in 1 quarter.
Beam Wealth Advisors's Citigroup position peaked at $219K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.