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Coppell Advisory Solutions’s Citigroup C Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-837
Closed -$59.1K – 543
2024
Q4 		$59.1K Sell
837
-141
-14% -$9.5K 0.01% 536
2024
Q3 		$60.5K Sell
978
-209
-18% -$12.9K 0.01% 505
2024
Q2 		$75.3K Buy
+1,187
New +$73.2K 0.01% 416
2023
Q4 		$145K Buy
2,820
+2,752
+4,047% +$122K 0.03% 301
2023
Q3 		$3.08K Sell
68
-70
-51% -$3.07K ﹤0.01% 799
2023
Q2 		$6.4K Buy
+138
New +$6.46K ﹤0.01% 800
2023
Q1 		– Sell
-68
Closed -$3.08K – 326
2022
Q4 		$3.08K Buy
+68
New +$3.09K ﹤0.01% 800

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coppell Advisory Solutions's C Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Citigroup (C) in Q1 2025, closing a stake of 837 shares — an estimated $59.1K sold.

Coppell Advisory Solutions first reported a position in C in Q4 2022 and held it in 7 quarters. The position peaked at $145K in Q4 2023. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 837 Citigroup shares in Q1 2025, an estimated $59.1K.
  • Coppell Advisory Solutions first reported a position in Citigroup in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Citigroup position peaked at $145K in Q4 2023.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.