Burleson & Co’s Citizens Financial Group CFG Stock Holding History

Burleson & Co’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
2022 Q2	–	Sell	-6	Closed	–	–	438
2022 Q1	$0	Buy	+6	New	+$308	﹤0.01%	417

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Burleson & Co's CFG Position: Q2 2022 in Review

Burleson & Co sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 6 shares.

Burleson & Co first reported a position in CFG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Burleson & Co reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 6 Citizens Financial Group shares in Q2 2022.
Burleson & Co first reported a position in Citizens Financial Group in Q1 2022 and held it in 1 quarter.
Burleson & Co's Citizens Financial Group position peaked at $0 in Q1 2022.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.