BWM
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Bulltick Wealth Management’s Citigroup C Stock Holding History

Bulltick 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
2025
Q3 		– Sell
-6,780
Closed -$577K – 118
2025
Q2 		$577K Buy
+6,780
New +$490K 0.14% 85
2022
Q4 		– Sell
-39,146
Closed -$1.63M – 139
2022
Q3 		$1.63M Sell
39,146
-1,106
-3% -$54.6K 0.49% 41
2022
Q2 		$1.85M Sell
40,252
-4,400
-10% -$220K 0.5% 42
2022
Q1 		$2.38M Buy
44,652
+38,400
+614% +$2.37M 0.54% 40
2021
Q4 		$378K Buy
6,252
+3,093
+98% +$206K 0.08% 104
2021
Q3 		$222K Sell
3,159
-1,200
-28% -$83.9K 0.05% 126
2021
Q2 		$308K Sell
4,359
-709
-14% -$52.5K 0.07% 100
2021
Q1 		$369K Buy
5,068
+907
+22% +$60.5K 0.1% 71
2020
Q4 		$257K Buy
+4,161
New +$212K 0.08% 90

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