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Centerpoint Advisors’s Citizens Financial Group CFG Stock Holding History

Centerpoint Advisors’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
2023
Q4 		– Sell
-25
Closed -$1K – 452
2023
Q3 		$1K Hold
25
– – ﹤0.01% 478
2023
Q2 		$1K Hold
25
– – ﹤0.01% 482
2023
Q1 		$1K Sell
25
-25
-50% -$979 ﹤0.01% 477
2022
Q4 		$2K Hold
50
– – ﹤0.01% 392
2022
Q3 		$2K Hold
50
– – ﹤0.01% 307
2022
Q2 		$2K Hold
50
– – ﹤0.01% 317
2022
Q1 		$2K Hold
50
– – ﹤0.01% 315
2021
Q4 		$2K Hold
50
– – ﹤0.01% 330
2021
Q3 		$2K Hold
50
– – ﹤0.01% 251
2021
Q2 		$2K Hold
50
– – ﹤0.01% 252
2021
Q1 		$2K Buy
+50
New +$2.08K ﹤0.01% 228

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centerpoint Advisors's CFG Position: Q4 2023 in Review

Centerpoint Advisors sold out of Citizens Financial Group (CFG) in Q4 2023, closing a stake of 25 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in CFG in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q4 2022. 706 funds tracked by Wall St. Rank hold CFG as of Q4 2023.

  • Centerpoint Advisors reported no remaining Citizens Financial Group position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 25 Citizens Financial Group shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Citizens Financial Group in Q1 2021 and held it in 11 quarters.
  • Centerpoint Advisors's Citizens Financial Group position peaked at $2K in Q4 2022.
  • 706 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.