Copia Wealth Management’s Citigroup C Stock Holding History

Copia Wealth Management’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
2025 Q2	–	Sell	-2,701	Closed	-$192K	–	469
2025 Q1	$192K	Sell	2,701 -50	-2%	-$3.81K	0.18%	89
2024 Q4	$194K	Buy	+2,751	New	+$185K	0.18%	81

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Copia Wealth Management's C Position: Q2 2025 in Review

Copia Wealth Management sold out of Citigroup (C) in Q2 2025, closing a stake of 2,701 shares — an estimated $192K sold.

Copia Wealth Management first reported a position in C in Q4 2024 and held it in 2 quarters. The position peaked at $194K in Q4 2024. 2,061 funds tracked by Wall St. Rank hold C as of Q2 2025.

Copia Wealth Management reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
Copia Wealth Management sold 2,701 Citigroup shares in Q2 2025, an estimated $192K.
Copia Wealth Management first reported a position in Citigroup in Q4 2024 and held it in 2 quarters.
Copia Wealth Management's Citigroup position peaked at $194K in Q4 2024.
2,061 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.