Claris Advisors’s Citizens Financial Group CFG Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-14	Closed	-$575	–	264
2024 Q3	$575	Buy	+14	New	+$566	﹤0.01%	604

Other funds holding CFG

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Claris Advisors's CFG Position: Q4 2024 in Review

Claris Advisors sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 14 shares — an estimated $575 sold.

Claris Advisors first reported a position in CFG in Q3 2024 and held it in 1 quarter. The position peaked at $575 in Q3 2024. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

Claris Advisors reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 14 Citizens Financial Group shares in Q4 2024, an estimated $575.
Claris Advisors first reported a position in Citizens Financial Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Citizens Financial Group position peaked at $575 in Q3 2024.
818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

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