Capital Directions Investment Advisors’s Citigroup C Stock Holding History

Capital Directions Investment 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
2022 Q4	$16.7K	Buy	+370	New	+$16.8K	0.01%	189
2022 Q3	–	Sell	-370	Closed	-$18.3K	–	174
2022 Q2	$17K	Hold	370	–	–	0.01%	187
2022 Q1	$20K	Buy	+370	New	+$22.9K	0.01%	196
2021 Q4	–	Sell	-370	Closed	-$26K	–	85
2021 Q3	$26K	Sell	370 -27	-7%	-$1.89K	0.01%	178
2021 Q2	$28K	Buy	+397	New	+$29.4K	0.01%	153
2021 Q1	–	Sell	-370	Closed	-$23K	–	210
2020 Q4	$23K	Sell	370 -300	-45%	-$15.3K	0.01%	146
2020 Q3	$29K	Buy	+670	New	+$33.4K	0.01%	133
2020 Q2	–	Sell	-1,270	Closed	-$53K	–	209
2020 Q1	$53K	Hold	1,270	–	–	0.02%	101
2019 Q4	$101K	Hold	1,270	–	–	0.03%	90
2019 Q3	$88K	Buy	+1,270	New	+$86.4K	0.03%	89

Other funds holding C

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's C Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Citigroup (C) in Q4 2022: 370 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in C as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in C in Q3 2019 and has held it in 10 quarters since. The position peaked at $101K in Q4 2019. 1,606 funds tracked by Wall St. Rank hold C as of Q4 2022.

Capital Directions Investment Advisors held 370 shares of Citigroup worth $16.7K as of Q4 2022.
Citigroup was a new Capital Directions Investment Advisors position in Q4 2022.
Citigroup made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #189 holding.
Capital Directions Investment Advisors first reported a position in Citigroup in Q3 2019 and has held it in 10 quarters since.
Capital Directions Investment Advisors's Citigroup position peaked at $101K in Q4 2019.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.