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Cassady Schiller Wealth Management’s Citizens Financial Group CFG Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.23K Buy
+28
New +$1.24K ﹤0.01% 733
2022
Q1 		– Sell
-3
Closed – – 187
2021
Q4 		$0 Buy
+3
New +$145 ﹤0.01% 560

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cassady Schiller Wealth Management's CFG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Citizens Financial Group (CFG) in Q4 2024: 28 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CFG as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CFG in Q4 2021 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Cassady Schiller Wealth Management held 28 shares of Citizens Financial Group worth $1.23K as of Q4 2024.
  • Citizens Financial Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Citizens Financial Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #733 holding.
  • Cassady Schiller Wealth Management first reported a position in Citizens Financial Group in Q4 2021 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.