Cowen Prime Advisors’s Citigroup C Stock Holding History

Cowen Prime 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 Q2	$6.17K	Hold	134	–	–	﹤0.01%	183
2023 Q1	$6K	Buy	134 +99	+283%	+$4.86K	﹤0.01%	178
2022 Q4	$2K	Hold	35	–	–	﹤0.01%	182
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	172
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	172
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	171
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	168
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	164
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	160
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	164
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	167
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	171
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	172
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	189
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	167
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	152
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	159
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	158
2018 Q4	$2K	Sell	35 -26,470	-100%	-$1.68M	﹤0.01%	171
2018 Q3	$1.9M	Buy	26,505 +26,470	+75,629%	+$1.87M	0.88%	38
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	197
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	187
2017 Q4	$3K	Buy	+35	New	+$2.59K	﹤0.01%	181
2014 Q1	–	Sell	-300	Closed	-$16K	–	275
2013 Q4	$16K	Hold	300	–	–	0.01%	212
2013 Q3	$15K	Hold	300	–	–	0.01%	219
2013 Q2	$14K	Buy	+300	New	+$14.4K	0.01%	221

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cowen Prime Advisors's C Position: Q2 2023 in Review

Cowen Prime Advisors held its Citigroup (C) position steady in Q2 2023 at 134 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Cowen Prime Advisors first reported a position in C in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.9M in Q3 2018. 1,611 funds tracked by Wall St. Rank hold C as of Q2 2023.

Cowen Prime Advisors held 134 shares of Citigroup worth $6.17K as of Q2 2023.
Cowen Prime Advisors left its Citigroup share count unchanged in Q2 2023.
Citigroup made up ﹤0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #183 holding.
Cowen Prime Advisors first reported a position in Citigroup in Q2 2013 and has held it in 26 quarters since.
Cowen Prime Advisors's Citigroup position peaked at $1.9M in Q3 2018.
1,611 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.