Claris Advisors’s Citigroup C Stock Holding History

Claris Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-32	Closed	-$2K	–	233
2024 Q3	$2K	Buy	+32	New	+$1.98K	﹤0.01%	332

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Advisors's C Position: Q4 2024 in Review

Claris Advisors sold out of Citigroup (C) in Q4 2024, closing a stake of 32 shares — an estimated $2K sold.

Claris Advisors first reported a position in C in Q3 2024 and held it in 1 quarter. The position peaked at $2K in Q3 2024. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

Claris Advisors reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 32 Citigroup shares in Q4 2024, an estimated $2K.
Claris Advisors first reported a position in Citigroup in Q3 2024 and held it in 1 quarter.
Claris Advisors's Citigroup position peaked at $2K in Q3 2024.
1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.