CPA
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Clear Point Advisors’s Citigroup C Stock Holding History

Clear Point 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
-234
Closed -$14.7K – 173
2024
Q3 		$14.7K Hold
234
– – 0.01% 302
2024
Q2 		$14.8K Hold
234
– – 0.01% 292
2024
Q1 		$14.8K Buy
234
+1
+0.4% +$56 0.01% 299
2023
Q4 		$12K Buy
+233
New +$10.3K 0.01% 303

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Clear Point Advisors's C Position: Q4 2024 in Review

Clear Point Advisors sold out of Citigroup (C) in Q4 2024, closing a stake of 234 shares — an estimated $14.7K sold.

Clear Point Advisors first reported a position in C in Q4 2023 and held it in 4 quarters. The position peaked at $14.8K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Clear Point Advisors reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 234 Citigroup shares in Q4 2024, an estimated $14.7K.
  • Clear Point Advisors first reported a position in Citigroup in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Citigroup position peaked at $14.8K in Q2 2024.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.