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Blooom Inc’s Citigroup C Stock Holding History

Blooom Inc’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
2022
Q3 		$22K Hold
12,062
– – 0.04% 38
2022
Q2 		$22K Hold
12,062
– – 0.04% 44
2022
Q1 		$22K Buy
12,062
+46
+0.4% +$2.84K 0.02% 48
2021
Q4 		$21K Sell
12,016
-176
-1% -$11.7K 0.02% 44
2021
Q3 		$25K Sell
12,192
-858
-7% -$60K 0.02% 45
2021
Q2 		$27K Buy
13,050
+211
+2% +$15.6K 0.02% 49
2021
Q1 		$27K Buy
12,839
+454
+4% +$30.3K 0.02% 50
2020
Q4 		$22K Buy
+12,385
New +$630K 0.02% 43

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Blooom Inc's C Position: Q3 2022 in Review

Blooom Inc held its Citigroup (C) position steady in Q3 2022 at 12,062 shares worth $22K. The position accounts for 0.04% of the portfolio, ranked #38.

Blooom Inc first reported a position in C in Q4 2020 and has held it in 8 quarters since. The position peaked at $27K in Q2 2021. 1,607 funds tracked by Wall St. Rank hold C as of Q3 2022.

  • Blooom Inc held 12,062 shares of Citigroup worth $22K as of Q3 2022.
  • Blooom Inc left its Citigroup share count unchanged in Q3 2022.
  • Citigroup made up 0.04% of Blooom Inc's portfolio in Q3 2022, its #38 holding.
  • Blooom Inc first reported a position in Citigroup in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's Citigroup position peaked at $27K in Q2 2021.
  • 1,607 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.