CCA
C icon

Criterion Capital Advisors’s Citigroup C Stock Holding History

Criterion Capital 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
2024
Q4 		$1.61M Hold
25,408
– – 1.02% 29
2024
Q3 		$1.61M Hold
25,408
– – 1.02% 29
2024
Q2 		$1.61M Buy
25,408
+10
+0% +$617 1.02% 29
2024
Q1 		$1.61M Buy
25,398
+4,567
+22% +$254K 1.07% 30
2023
Q4 		$1.07M Buy
+20,831
New +$922K 0.78% 35

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criterion Capital Advisors's C Position: Q4 2024 in Review

Criterion Capital Advisors held its Citigroup (C) position steady in Q4 2024 at 25,408 shares worth $1.61M. The position accounts for 1.02% of the portfolio, ranked #29.

Criterion Capital Advisors first reported a position in C in Q4 2023 and has held it in 5 quarters since. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Criterion Capital Advisors held 25,408 shares of Citigroup worth $1.61M as of Q4 2024.
  • Criterion Capital Advisors left its Citigroup share count unchanged in Q4 2024.
  • Citigroup made up 1.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #29 holding.
  • Criterion Capital Advisors first reported a position in Citigroup in Q4 2023 and has held it in 5 quarters since.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.