Castleview Partners’s Citigroup C Stock Holding History

Castleview Partners’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
2024 Q4	–	Sell	-925	Closed	-$57.9K	–	587
2024 Q3	$57.9K	Hold	925	–	–	0.03%	312
2024 Q2	$58.7K	Hold	925	–	–	0.03%	320
2024 Q1	$58.5K	Hold	925	–	–	0.03%	333
2023 Q4	$47.6K	Buy	925 +60	+7%	+$2.66K	0.03%	301
2023 Q3	$35.6K	Hold	865	–	–	0.03%	313
2023 Q2	$39.8K	Hold	865	–	–	0.04%	282
2023 Q1	$40.6K	Hold	865	–	–	0.04%	283
2022 Q4	$39.1K	Hold	865	–	–	0.04%	254
2022 Q3	$36K	Buy	865 +719	+492%	+$35.5K	0.03%	285
2022 Q2	$5.21K	Sell	146 -719	-83%	-$36K	﹤0.01%	531
2022 Q1	$46K	Sell	865 -39,294	-98%	-$2.43M	0.03%	356
2021 Q4	$665	Buy	+40,159	New	+$2.67M	0.01%	460
2021 Q2	$217K	Buy	+3,070	New	+$227K	0.1%	205

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Castleview Partners's C Position: Q4 2024 in Review

Castleview Partners sold out of Citigroup (C) in Q4 2024, closing a stake of 925 shares — an estimated $57.9K sold.

Castleview Partners first reported a position in C in Q2 2021 and held it in 13 quarters. The position peaked at $217K in Q2 2021. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

Castleview Partners reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
Castleview Partners sold 925 Citigroup shares in Q4 2024, an estimated $57.9K.
Castleview Partners first reported a position in Citigroup in Q2 2021 and held it in 13 quarters.
Castleview Partners's Citigroup position peaked at $217K in Q2 2021.
1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.