Citigroup
CHGX

Citigroup’s AXS Change Finance ESG ETF CHGX Stock Holding History

Citigroup’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9
Closed -$325 – 5891
2024
Q2 		$325 Buy
+9
New +$319 ﹤0.01% 5416
2023
Q3 		– Sell
-9
Closed -$281 – 5910
2023
Q2 		$281 Buy
+9
New +$265 ﹤0.01% 5414
2023
Q1 		– Sell
-61
Closed -$1.65K – 6099
2022
Q4 		$1.65K Buy
+61
New +$1.65K ﹤0.01% 5294
2022
Q1 		– Sell
-5
Closed – – 6837
2021
Q4 		$0 Buy
+5
New +$172 ﹤0.01% 6214
2021
Q3 		– Sell
-4
Closed – – 6504
2021
Q2 		$0 Buy
+4
New +$127 ﹤0.01% 6555
2020
Q4 		– Sell
-2
Closed – – 7725
2020
Q3 		$0 Buy
+2
New +$49 ﹤0.01% 7680

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citigroup's CHGX Position: Q3 2024 in Review

Citigroup sold out of AXS Change Finance ESG ETF (CHGX) in Q3 2024, closing a stake of 9 shares — an estimated $325 sold.

Citigroup first reported a position in CHGX in Q3 2020 and held it in 6 quarters. The position peaked at $1.65K in Q4 2022. 32 funds tracked by Wall St. Rank hold CHGX as of Q3 2024.

  • Citigroup reported no remaining AXS Change Finance ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Citigroup sold 9 AXS Change Finance ESG ETF shares in Q3 2024, an estimated $325.
  • Citigroup first reported a position in AXS Change Finance ESG ETF in Q3 2020 and held it in 6 quarters.
  • Citigroup's AXS Change Finance ESG ETF position peaked at $1.65K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2024.

Based on Citigroup's 13F filing for Q3 2024, filed 12 Nov 2024.