Core Wealth Advisors (Florida)’s Citigroup C Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-120	Closed	-$7.59K	–	78
2024 Q1	$7.59K	Hold	120	–	–	﹤0.01%	204
2023 Q4	$6.17K	Hold	120	–	–	﹤0.01%	206
2023 Q3	$4.94K	Hold	120	–	–	﹤0.01%	199
2023 Q2	$5.53K	Hold	120	–	–	﹤0.01%	191
2023 Q1	$5.63K	Hold	120	–	–	﹤0.01%	190
2022 Q4	$5.43K	Hold	120	–	–	﹤0.01%	204
2022 Q3	$5K	Hold	120	–	–	﹤0.01%	168
2022 Q2	$6K	Hold	120	–	–	﹤0.01%	166
2022 Q1	$6K	Sell	120 -800	-87%	-$49.4K	﹤0.01%	160
2021 Q4	$56K	Buy	920 +825	+868%	+$54.9K	0.03%	81
2021 Q3	$7K	Hold	95	–	–	﹤0.01%	144
2021 Q2	$7K	Hold	95	–	–	﹤0.01%	140
2021 Q1	$7K	Hold	95	–	–	0.01%	125
2020 Q4	$6K	Sell	95 -8	-8%	-$407	0.01%	131
2020 Q3	$4K	Buy	103 +8	+8%	+$399	﹤0.01%	122
2020 Q2	$5K	Buy	95 +29	+44%	+$1.38K	﹤0.01%	99
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	114
2019 Q4	$5K	Buy	+66	New	+$4.88K	﹤0.01%	96

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s C Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Citigroup (C) in Q2 2024, closing a stake of 120 shares — an estimated $7.59K sold.

Core Wealth Advisors (Florida) first reported a position in C in Q4 2019 and held it in 18 quarters. The position peaked at $56K in Q4 2021. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 120 Citigroup shares in Q2 2024, an estimated $7.59K.
Core Wealth Advisors (Florida) first reported a position in Citigroup in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Citigroup position peaked at $56K in Q4 2021.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.