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Bel Air Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		– Sell
-4,748
Closed -$210K – 403
2021
Q1 		$210K Buy
+4,748
New +$198K 0.01% 396

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Bel Air Investment Advisors's CFG Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 4,748 shares — an estimated $210K sold.

Bel Air Investment Advisors first reported a position in CFG in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 4,748 Citizens Financial Group shares in Q2 2021, an estimated $210K.
  • Bel Air Investment Advisors first reported a position in Citizens Financial Group in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Citizens Financial Group position peaked at $210K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.