Citigroup
CNF

Citigroup’s CNFinance Holdings CNF Stock Holding History

Citigroup’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,314
Closed -$22.5K – 5552
2022
Q4 		$22.5K Sell
1,314
-24,796
-95% -$508K ﹤0.01% 4552
2022
Q3 		$658K Sell
26,110
-9,912
-28% -$250K ﹤0.01% 3033
2022
Q2 		$919K Buy
+36,022
New +$1.02M ﹤0.01% 2729

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $674M AUM 24.74% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return