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Burt Wealth Advisors’s Citigroup C Stock Holding History

Burt Wealth Advisors’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
2020
Q3 		– Sell
-40
Closed -$2K – 399
2020
Q2 		$2K Buy
+40
New +$1.9K ﹤0.01% 331
2020
Q1 		– Sell
-50
Closed -$4K – 407
2019
Q4 		$4K Hold
50
– – ﹤0.01% 295
2019
Q3 		$3K Sell
50
-50
-50% -$3.4K ﹤0.01% 307
2019
Q2 		$7K Sell
100
-250
-71% -$16.7K ﹤0.01% 284
2019
Q1 		$22K Hold
350
– – 0.01% 234
2018
Q4 		$18K Buy
350
+100
+40% +$6.33K 0.01% 242
2018
Q3 		$18K Hold
250
– – 0.01% 259
2018
Q2 		$17K Hold
250
– – 0.01% 259
2018
Q1 		$17K Hold
250
– – 0.01% 259
2017
Q4 		$19K Buy
+250
New +$18.5K 0.01% 243
2017
Q3 		– Sell
-15
Closed -$1K – 361
2017
Q2 		$1K Sell
15
-278
-95% -$17K ﹤0.01% 381
2017
Q1 		$18K Buy
293
+278
+1,853% +$16.4K 0.01% 230
2016
Q4 		$1K Hold
15
– – ﹤0.01% 365
2016
Q3 		$1K Hold
15
– – ﹤0.01% 363
2016
Q2 		$1K Sell
15
-750
-98% -$33.2K ﹤0.01% 375
2016
Q1 		$32K Buy
765
+750
+5,000% +$31.3K 0.03% 201
2015
Q4 		$1K Hold
15
– – ﹤0.01% 485
2015
Q3 		$1K Hold
15
– – ﹤0.01% 356
2015
Q2 		$1K Hold
15
– – ﹤0.01% 365
2015
Q1 		$1K Hold
15
– – ﹤0.01% 334
2014
Q4 		$2K Buy
+15
New +$796 ﹤0.01% 303

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's C Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Citigroup (C) in Q3 2020, closing a stake of 40 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in C in Q4 2014 and held it in 21 quarters. The position peaked at $32K in Q1 2016. 1,474 funds tracked by Wall St. Rank hold C as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Citigroup position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 40 Citigroup shares in Q3 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Citigroup in Q4 2014 and held it in 21 quarters.
  • Burt Wealth Advisors's Citigroup position peaked at $32K in Q1 2016.
  • 1,474 funds tracked by Wall St. Rank held Citigroup as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.