Carroll Financial Associates’s Citizens Financial Group CFG Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Sell	5 -26	-84%	-$1.25K	﹤0.01%	1649
2021 Q3	$1K	Buy	31 +5	+19%	+$220	﹤0.01%	1620
2021 Q2	$1K	Buy	+26	New	+$1.23K	﹤0.01%	1614
2019 Q2	–	Sell	-38	Closed	-$1K	–	1584
2019 Q1	$1K	Hold	38	–	–	﹤0.01%	1286
2018 Q4	$1K	Hold	38	–	–	﹤0.01%	1217
2018 Q3	$1K	Buy	+38	New	+$1.53K	﹤0.01%	1229
2017 Q4	–	Sell	-17	Closed	–	–	1235
2017 Q3	$0	Buy	+17	New	+$595	﹤0.01%	1193

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

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

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

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

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

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

Carroll Financial Associates's CFG Position: Q4 2021 in Review

Carroll Financial Associates reduced its Citizens Financial Group (CFG) stake by 84% in Q4 2021, selling an estimated $1.25K and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Carroll Financial Associates first reported a position in CFG in Q3 2017 and has held it in 7 quarters since. The position peaked at $1K in Q3 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

Carroll Financial Associates held 5 shares of Citizens Financial Group worth $0 as of Q4 2021.
Carroll Financial Associates sold 26 Citizens Financial Group shares in Q4 2021, an estimated $1.25K.
Citizens Financial Group made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1649 holding.
Carroll Financial Associates first reported a position in Citizens Financial Group in Q3 2017 and has held it in 7 quarters since.
Carroll Financial Associates's Citizens Financial Group position peaked at $1K in Q3 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.