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Creekmur Asset Management’s Citizens Financial Group CFG Stock Holding History

Creekmur Asset Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$508 – 1073
2024
Q1 		$508 Buy
+14
New +$459 ﹤0.01% 756

Other funds holding CFG

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creekmur Asset Management's CFG Position: Q2 2024 in Review

Creekmur Asset Management sold out of Citizens Financial Group (CFG) in Q2 2024, closing a stake of 14 shares — an estimated $508 sold.

Creekmur Asset Management first reported a position in CFG in Q1 2024 and held it in 1 quarter. The position peaked at $508 in Q1 2024. 758 funds tracked by Wall St. Rank hold CFG as of Q2 2024.

  • Creekmur Asset Management reported no remaining Citizens Financial Group position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 14 Citizens Financial Group shares in Q2 2024, an estimated $508.
  • Creekmur Asset Management first reported a position in Citizens Financial Group in Q1 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Citizens Financial Group position peaked at $508 in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.