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Birchcreek Wealth Management’s Citigroup C Stock Holding History

Birchcreek Wealth Management’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
2021
Q1 		– Sell
-518
Closed -$31K – 138
2020
Q4 		$31K Buy
+518
New +$26.3K 0.03% 270

Other funds holding C

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Birchcreek Wealth Management's C Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Citigroup (C) in Q1 2021, closing a stake of 518 shares — an estimated $31K sold.

Birchcreek Wealth Management first reported a position in C in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 1,718 funds tracked by Wall St. Rank hold C as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Citigroup position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 518 Citigroup shares in Q1 2021, an estimated $31K.
  • Birchcreek Wealth Management first reported a position in Citigroup in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Citigroup position peaked at $31K in Q4 2020.
  • 1,718 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.