Bedel Financial Consulting’s Citizens Financial Group CFG Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-712	Closed	-$32K	–	315
2022 Q1	$32K	Hold	712	–	–	0.01%	473
2021 Q4	$34K	Hold	712	–	–	0.01%	470
2021 Q3	$33K	Hold	712	–	–	0.01%	455
2021 Q2	$33K	Buy	712 +500	+236%	+$23.6K	0.01%	454
2021 Q1	$9K	Hold	212	–	–	﹤0.01%	652
2020 Q4	$8K	Hold	212	–	–	﹤0.01%	585
2020 Q3	$5K	Hold	212	–	–	﹤0.01%	603
2020 Q2	$5K	Hold	212	–	–	﹤0.01%	576
2020 Q1	$4K	Hold	212	–	–	﹤0.01%	597
2019 Q4	$9K	Hold	212	–	–	0.01%	520
2019 Q3	$7K	Hold	212	–	–	﹤0.01%	527
2019 Q2	$7K	Hold	212	–	–	﹤0.01%	524
2019 Q1	$7K	Hold	212	–	–	﹤0.01%	530
2018 Q4	$6K	Hold	212	–	–	﹤0.01%	516
2018 Q3	$7K	Hold	212	–	–	﹤0.01%	518
2018 Q2	$8K	Sell	212 -70	-25%	-$2.92K	0.01%	497
2018 Q1	$12K	Buy	+282	New	+$12.7K	0.01%	448

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bedel Financial Consulting's CFG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 712 shares — an estimated $32K sold.

Bedel Financial Consulting first reported a position in CFG in Q1 2018 and held it in 17 quarters. The position peaked at $34K in Q4 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Bedel Financial Consulting reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 712 Citizens Financial Group shares in Q2 2022, an estimated $32K.
Bedel Financial Consulting first reported a position in Citizens Financial Group in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Citizens Financial Group position peaked at $34K in Q4 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.