Castle Financial & Retirement Planning Associates’s Citigroup C Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$18K	Buy	+274	New	+$18.2K	0.06%	64

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Castle Financial & Retirement Planning Associates's C Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Citigroup (C) in Q4 2021: 274 shares worth $18K. The stake represents 0.06% of the portfolio and ranks #64 among its holdings.

1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Castle Financial & Retirement Planning Associates held 274 shares of Citigroup worth $18K as of Q4 2021.
Citigroup was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Citigroup made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #64 holding.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.