Cascade Investment Advisors’s Citigroup C Stock Holding History

Cascade 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
2023 Q3	–	Sell	-26,365	Closed	-$1.21M	–	107
2023 Q2	$1.21M	Buy	+26,365	New	+$1.23M	0.91%	53

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Cascade Investment Advisors's C Position: Q3 2023 in Review

Cascade Investment Advisors sold out of Citigroup (C) in Q3 2023, closing a stake of 26,365 shares — an estimated $1.21M sold.

Cascade Investment Advisors first reported a position in C in Q2 2023 and held it in 1 quarter. The position peaked at $1.21M in Q2 2023. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.

Cascade Investment Advisors reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
Cascade Investment Advisors sold 26,365 Citigroup shares in Q3 2023, an estimated $1.21M.
Cascade Investment Advisors first reported a position in Citigroup in Q2 2023 and held it in 1 quarter.
Cascade Investment Advisors's Citigroup position peaked at $1.21M in Q2 2023.
1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Cascade Investment Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.