CFCI
C icon

Comprehensive Financial Consultants Institutional’s Citigroup C Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-89
Closed -$5K – 189
2021
Q4 		$5K Buy
+89
New +$5.92K ﹤0.01% 387

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's C Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Citigroup (C) in Q1 2022, closing a stake of 89 shares — an estimated $5K sold.

Comprehensive Financial Consultants Institutional first reported a position in C in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 89 Citigroup shares in Q1 2022, an estimated $5K.
  • Comprehensive Financial Consultants Institutional first reported a position in Citigroup in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Citigroup position peaked at $5K in Q4 2021.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.