Clear Perspectives Financial Planning’s Citigroup C Stock Holding History

Clear Perspectives Financial Planning’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	$797	Hold	17	–	–	﹤0.01%	177
2022 Q4	$769	Hold	17	–	–	﹤0.01%	201
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	192
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	201
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	205
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	214
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	204
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	194
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	176
2020 Q4	$1K	Buy	+17	New	+$864	﹤0.01%	173

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clear Perspectives Financial Planning's C Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Citigroup (C) position steady in Q1 2023 at 17 shares worth $797. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Clear Perspectives Financial Planning first reported a position in C in Q4 2020 and has held it in 10 quarters since. The position peaked at $1K in Q3 2022. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

Clear Perspectives Financial Planning held 17 shares of Citigroup worth $797 as of Q1 2023.
Clear Perspectives Financial Planning left its Citigroup share count unchanged in Q1 2023.
Citigroup made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #177 holding.
Clear Perspectives Financial Planning first reported a position in Citigroup in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Citigroup position peaked at $1K in Q3 2022.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.