CFO4Life’s Citizens Financial Group CFG Stock Holding History

CFO4Life’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
2022 Q4	$555K	Buy	+14,087	New	+$550K	0.12%	99
2016 Q4	$263K	Buy	+7,390	New	+$224K	0.22%	80

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CFO4Life's CFG Position: Q4 2022 in Review

CFO4Life opened a new position in Citizens Financial Group (CFG) in Q4 2022: 14,087 shares worth $555K. The stake represents 0.12% of the portfolio and ranks #99 among its holdings. This is a return to the name: CFO4Life previously reported a position in CFG as recently as Q4 2016.

CFO4Life first reported a position in CFG in Q4 2016 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

CFO4Life held 14,087 shares of Citizens Financial Group worth $555K as of Q4 2022.
Citizens Financial Group was a new CFO4Life position in Q4 2022.
Citizens Financial Group made up 0.12% of CFO4Life's portfolio in Q4 2022, its #99 holding.
CFO4Life first reported a position in Citizens Financial Group in Q4 2016 and has held it in 2 quarters since.
773 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.