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Berman Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Berman Capital 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
Q3 		$131K Buy
2,822
+338
+14% +$14.8K 0.02% 366
2021
Q2 		$113K Buy
2,484
+54
+2% +$2.55K 0.02% 348
2021
Q1 		$107K Buy
2,430
+34
+1% +$1.42K 0.02% 290
2020
Q4 		$85K Sell
2,396
-52
-2% -$1.63K 0.02% 282
2020
Q3 		$61K Buy
2,448
+116
+5% +$2.94K 0.02% 297
2020
Q2 		$58K Buy
2,332
+187
+9% +$4.24K 0.02% 300
2020
Q1 		$39K Buy
2,145
+1,376
+179% +$44.9K 0.01% 336
2019
Q4 		$31K Sell
769
-40
-5% -$1.5K 0.01% 420
2019
Q3 		$28K Sell
809
-45
-5% -$1.57K 0.01% 414
2019
Q2 		$30K Buy
854
+214
+33% +$7.46K 0.01% 407
2019
Q1 		$20K Buy
640
+181
+39% +$6.27K 0.01% 451
2018
Q4 		$12K Buy
+459
New +$16.1K ﹤0.01% 474

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's CFG Position: Q3 2021 in Review

Berman Capital Advisors increased its Citizens Financial Group (CFG) stake by 14% in Q3 2021, buying an estimated $14.8K and bringing the position to 2,822 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #366.

Berman Capital Advisors first reported a position in CFG in Q4 2018 and has held it in 12 quarters since. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

  • Berman Capital Advisors held 2,822 shares of Citizens Financial Group worth $131K as of Q3 2021.
  • Berman Capital Advisors bought 338 Citizens Financial Group shares in Q3 2021, an estimated $14.8K.
  • Citizens Financial Group made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #366 holding.
  • Berman Capital Advisors first reported a position in Citizens Financial Group in Q4 2018 and has held it in 12 quarters since.
  • 702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.