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Cedar Wealth Management’s Citigroup C Stock Holding History

Cedar Wealth Management’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
2026
Q1 		– Sell
-49
Closed -$5.7K – 120
2025
Q4 		$5.7K Hold
49
– – ﹤0.01% 185
2025
Q3 		$4.96K Hold
49
– – ﹤0.01% 207
2025
Q2 		$4.16K Buy
+49
New +$3.54K ﹤0.01% 197
2024
Q2 		– Sell
-182
Closed -$11.5K – 309
2024
Q1 		$11.5K Buy
+182
New +$10.1K ﹤0.01% 249
2019
Q3 		– Sell
-1,826
Closed -$128K – 154
2019
Q2 		$128K Hold
1,826
– – 0.08% 81
2019
Q1 		$114K Sell
1,826
-448
-20% -$27.8K 0.07% 81
2018
Q4 		$118K Sell
2,274
-30
-1% -$1.9K 0.08% 71
2018
Q3 		$165K Sell
2,304
-328
-12% -$23.2K 0.09% 65
2018
Q2 		$176K Buy
2,632
+104
+4% +$7.16K 0.1% 56
2018
Q1 		$171K Sell
2,528
-6
-0.2% -$451 0.11% 61
2017
Q4 		$189K Sell
2,534
-7
-0.3% -$518 0.11% 56
2017
Q3 		$185K Sell
2,541
-166
-6% -$11.3K 0.11% 57
2017
Q2 		$181K Sell
2,707
-142
-5% -$8.71K 0.12% 57
2017
Q1 		$170K Buy
2,849
+115
+4% +$6.8K 0.1% 59
2016
Q4 		$162K Hold
2,734
– – 0.11% 59
2016
Q3 		$129K Buy
2,734
+121
+5% +$5.5K 0.09% 49
2016
Q2 		$111K Buy
2,613
+950
+57% +$42K 0.07% 64
2016
Q1 		$69K Buy
1,663
+1,653
+16,530% +$69.1K 0.05% 58
2015
Q4 		$1K Buy
+10
New +$531 ﹤0.01% 35

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Wealth Management's C Position: Q1 2026 in Review

Cedar Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 49 shares — an estimated $5.7K sold.

Cedar Wealth Management first reported a position in C in Q4 2015 and held it in 19 quarters. The position peaked at $189K in Q4 2017. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Cedar Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 49 Citigroup shares in Q1 2026, an estimated $5.7K.
  • Cedar Wealth Management first reported a position in Citigroup in Q4 2015 and held it in 19 quarters.
  • Cedar Wealth Management's Citigroup position peaked at $189K in Q4 2017.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.