BA
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Bellwether Advisors’s Citigroup C Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-1,019
Closed -$86.7K – 199
2025
Q2 		$86.7K Hold
1,019
– – 0.01% 183
2025
Q1 		$72.3K Hold
1,019
– – 0.02% 194
2024
Q4 		$71.7K Buy
+1,019
New +$68.7K 0.01% 201
2023
Q2 		– Sell
-410
Closed -$19.2K – 139
2023
Q1 		$19.2K Hold
410
– – 0.01% 245
2022
Q4 		$18.5K Hold
410
– – 0.01% 244
2022
Q3 		$17K Hold
410
– – 0.01% 225
2022
Q2 		$18K Hold
410
– – 0.01% 220
2022
Q1 		$21K Hold
410
– – 0.01% 249
2021
Q4 		$24K Sell
410
-410
-50% -$27.3K 0.01% 253
2021
Q3 		$57K Sell
820
-13,541
-94% -$947K 0.02% 201
2021
Q2 		$1.02M Buy
14,361
+13,336
+1,301% +$987K 0.35% 59
2021
Q1 		$74K Buy
1,025
+70
+7% +$4.67K 0.03% 148
2020
Q4 		$58K Buy
+955
New +$48.5K 0.03% 157

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return