CCA
C icon

Column Capital Advisors’s Citigroup C Stock Holding History

Column Capital 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 		$81.7K Buy
1,986
+836
+73% +$36.7K 0.01% 251
2023
Q2 		$52.9K Sell
1,150
-6
-0.5% -$281 0.01% 317
2023
Q1 		$54.2K Buy
1,156
+366
+46% +$18K 0.01% 312
2022
Q4 		$35.7K Hold
790
– – 0.01% 347
2022
Q3 		$33K Sell
790
-350
-31% -$17.3K 0.01% 328
2022
Q2 		$52K Hold
1,140
– – 0.01% 275
2022
Q1 		$61K Buy
1,140
+90
+9% +$5.56K 0.01% 268
2021
Q4 		$63K Hold
1,050
– – 0.01% 264
2021
Q3 		$74K Hold
1,050
– – 0.02% 218
2021
Q2 		$74K Hold
1,050
– – 0.02% 218
2021
Q1 		$76K Hold
1,050
– – 0.02% 217
2020
Q4 		$65K Sell
1,050
-317
-23% -$16.1K 0.02% 227
2020
Q3 		$59K Sell
1,367
-209
-13% -$10.4K 0.02% 226
2020
Q2 		$80K Sell
1,576
-139
-8% -$6.59K 0.03% 179
2020
Q1 		$72K Buy
1,715
+237
+16% +$15.9K 0.03% 153
2019
Q4 		$118K Buy
+1,478
New +$109K 0.06% 126

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's C Position: Q3 2023 in Review

Column Capital Advisors increased its Citigroup (C) stake by 73% in Q3 2023, buying an estimated $36.7K and bringing the position to 1,986 shares worth $81.7K. The position accounts for 0.01% of the portfolio, ranked #251.

Column Capital Advisors first reported a position in C in Q4 2019 and has held it in 16 quarters since. The position peaked at $118K in Q4 2019. 1,521 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • Column Capital Advisors held 1,986 shares of Citigroup worth $81.7K as of Q3 2023.
  • Column Capital Advisors bought 836 Citigroup shares in Q3 2023, an estimated $36.7K.
  • Citigroup made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #251 holding.
  • Column Capital Advisors first reported a position in Citigroup in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Citigroup position peaked at $118K in Q4 2019.
  • 1,521 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.