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Clearview Wealth Advisors’s Citigroup C Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-2,317
Closed -$107K – 184
2023
Q2 		$107K Buy
2,317
+10
+0.4% +$468 0.11% 135
2023
Q1 		$108K Buy
2,307
+9
+0.4% +$442 0.11% 141
2022
Q4 		$104K Buy
2,298
+141
+7% +$6.41K 0.08% 117
2022
Q3 		$90K Buy
2,157
+178
+9% +$8.79K 0.07% 125
2022
Q2 		$91K Buy
1,979
+208
+12% +$10.4K 0.07% 132
2022
Q1 		$95K Buy
1,771
+453
+34% +$28K 0.06% 139
2021
Q4 		$80K Sell
1,318
-94
-7% -$6.25K 0.05% 182
2021
Q3 		$99K Buy
1,412
+7
+0.5% +$489 0.06% 161
2021
Q2 		$99K Buy
1,405
+6
+0.4% +$444 0.06% 165
2021
Q1 		$102K Sell
1,399
-8
-0.6% -$534 0.07% 154
2020
Q4 		$87K Buy
+1,407
New +$71.5K 0.06% 150

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's C Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Citigroup (C) in Q3 2023, closing a stake of 2,317 shares — an estimated $107K sold.

Clearview Wealth Advisors first reported a position in C in Q4 2020 and held it in 11 quarters. The position peaked at $108K in Q1 2023. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,317 Citigroup shares in Q3 2023, an estimated $107K.
  • Clearview Wealth Advisors first reported a position in Citigroup in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Citigroup position peaked at $108K in Q1 2023.
  • 1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.