CF
C icon

Clarity Financial’s Citigroup C Stock Holding History

Clarity Financial’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
2023
Q1 		– Sell
-6,191
Closed -$280K – 37
2022
Q4 		$280K Buy
6,191
+391
+7% +$17.8K 0.05% 79
2022
Q3 		$242K Buy
5,800
+709
+14% +$35K 0.06% 77
2022
Q2 		$234K Hold
5,091
– – 0.05% 77
2022
Q1 		$272K Buy
5,091
+50
+1% +$3.09K 0.06% 79
2021
Q4 		$304K Buy
5,041
+35
+0.7% +$2.33K 0.05% 84
2021
Q3 		$351K Hold
5,006
– – 0.06% 75
2021
Q2 		$354K Sell
5,006
-2,146
-30% -$159K 0.07% 83
2021
Q1 		$520K Sell
7,152
-79
-1% -$5.27K 0.11% 79
2020
Q4 		$446K Buy
+7,231
New +$368K 0.11% 66

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clarity Financial's C Position: Q1 2023 in Review

Clarity Financial sold out of Citigroup (C) in Q1 2023, closing a stake of 6,191 shares — an estimated $280K sold.

Clarity Financial first reported a position in C in Q4 2020 and held it in 9 quarters. The position peaked at $520K in Q1 2021. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

  • Clarity Financial reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
  • Clarity Financial sold 6,191 Citigroup shares in Q1 2023, an estimated $280K.
  • Clarity Financial first reported a position in Citigroup in Q4 2020 and held it in 9 quarters.
  • Clarity Financial's Citigroup position peaked at $520K in Q1 2021.
  • 1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Clarity Financial's 13F filing for Q1 2023, filed 13 Apr 2023.