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CFO4Life Group’s Citizens Financial Group CFG Stock Holding History

CFO4Life Group’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
Q2 		– Sell
-14,181
Closed -$431K – 182
2023
Q1 		$431K Buy
14,181
+94
+0.7% +$3.68K 0.1% 103
2022
Q4 		$555K Buy
14,087
+1,697
+14% +$66.3K 0.12% 99
2022
Q3 		$426K Buy
+12,390
New +$458K 0.11% 91
2020
Q1 		– Sell
-13,363
Closed -$543K – 122
2019
Q4 		$543K Sell
13,363
-123
-0.9% -$4.6K 0.23% 63
2019
Q3 		$477K Sell
13,486
-1,462
-10% -$51K 0.21% 69
2019
Q2 		$529K Buy
14,948
+4
+0% +$139 0.24% 67
2019
Q1 		$486K Sell
14,944
-346
-2% -$12K 0.23% 68
2018
Q4 		$455K Sell
15,290
-312
-2% -$10.9K 0.2% 68
2018
Q3 		$602K Buy
15,602
+1,142
+8% +$46.1K 0.27% 63
2018
Q2 		$562K Buy
14,460
+2,491
+21% +$104K 0.23% 61
2018
Q1 		$502K Buy
11,969
+235
+2% +$10.6K 0.42% 43
2017
Q4 		$493K Sell
11,734
-49
-0.4% -$1.92K 0.39% 44
2017
Q3 		$446K Buy
11,783
+303
+3% +$10.6K 0.36% 50
2017
Q2 		$410K Buy
11,480
+4,078
+55% +$145K 0.38% 52
2017
Q1 		$256K Buy
+7,402
New +$270K 0.23% 79

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CFO4Life Group's CFG Position: Q2 2023 in Review

CFO4Life Group sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 14,181 shares — an estimated $431K sold.

CFO4Life Group first reported a position in CFG in Q1 2017 and held it in 15 quarters. The position peaked at $602K in Q3 2018. 691 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

  • CFO4Life Group reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
  • CFO4Life Group sold 14,181 Citizens Financial Group shares in Q2 2023, an estimated $431K.
  • CFO4Life Group first reported a position in Citizens Financial Group in Q1 2017 and held it in 15 quarters.
  • CFO4Life Group's Citizens Financial Group position peaked at $602K in Q3 2018.
  • 691 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on CFO4Life Group's 13F filing for Q2 2023, filed 7 Aug 2023.