Cedar Brook Financial Partners’s Citigroup C Stock Holding History

Cedar Brook Financial 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 Q2	–	Sell	-3,185	Closed	-$201K	–	69
2024 Q1	$201K	Buy	+3,185	New	+$177K	0.04%	422
2021 Q3	–	Sell	-3,092	Closed	-$219K	–	355
2021 Q2	$219K	Buy	3,092 +103	+3%	+$7.62K	0.06%	339
2021 Q1	$217K	Buy	+2,989	New	+$200K	0.08%	295
2020 Q3	–	Sell	-4,127	Closed	-$211K	–	296
2020 Q2	$211K	Sell	4,127 -1,523	-27%	-$72.3K	0.09%	247
2020 Q1	$238K	Buy	5,650 +1,555	+38%	+$104K	0.13%	196
2019 Q4	$327K	Buy	4,095 +794	+24%	+$58.7K	0.14%	190
2019 Q3	$228K	Sell	3,301 -319	-9%	-$21.7K	0.1%	249
2019 Q2	$254K	Buy	3,620 +88	+2%	+$5.89K	0.12%	236
2019 Q1	$220K	Sell	3,532 -340	-9%	-$21.1K	0.11%	251
2018 Q4	$202K	Buy	+3,872	New	+$245K	0.12%	226

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Cedar Brook Financial Partners's C Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Citigroup (C) in Q2 2024, closing a stake of 3,185 shares — an estimated $201K sold.

Cedar Brook Financial Partners first reported a position in C in Q4 2018 and held it in 10 quarters. The position peaked at $327K in Q4 2019. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,185 Citigroup shares in Q2 2024, an estimated $201K.
Cedar Brook Financial Partners first reported a position in Citigroup in Q4 2018 and held it in 10 quarters.
Cedar Brook Financial Partners's Citigroup position peaked at $327K in Q4 2019.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.