CSat Investment Advisory’s Citigroup C Stock Holding History

CSat Investment Advisory’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
2021 Q1	$5K	Sell	70 -12	-15%	-$801	﹤0.01%	490
2020 Q4	$5K	Sell	82 -25,653	-100%	-$1.3M	﹤0.01%	475
2020 Q3	$1.11M	Buy	25,735 +2,118	+9%	+$106K	0.1%	97
2020 Q2	$1.21M	Buy	23,617 +1,364	+6%	+$64.7K	0.15%	70
2020 Q1	$937K	Sell	22,253 -1,238	-5%	-$83.1K	0.2%	72
2019 Q4	$1.88M	Buy	23,491 +13,562	+137%	+$1M	0.49%	31
2019 Q3	$685K	Buy	9,929 +321	+3%	+$21.8K	0.22%	85
2019 Q2	$672K	Sell	9,608 -13,877	-59%	-$929K	0.24%	85
2019 Q1	$1.46M	Sell	23,485 -283	-1%	-$17.6K	0.74%	27
2018 Q4	$1.24M	Sell	23,768 -45,298	-66%	-$2.87M	0.74%	31
2018 Q3	$4.96M	Sell	69,066 -10,122	-13%	-$716K	2.82%	5
2018 Q2	$5.3M	Buy	+79,188	New	+$5.45M	2.82%	8

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CSat Investment Advisory's C Position: Q1 2021 in Review

CSat Investment Advisory reduced its Citigroup (C) stake by 15% in Q1 2021, selling an estimated $801 and leaving 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

CSat Investment Advisory first reported a position in C in Q2 2018 and has held it in 12 quarters since. The position peaked at $5.3M in Q2 2018. 1,719 funds tracked by Wall St. Rank hold C as of Q1 2021.

CSat Investment Advisory held 70 shares of Citigroup worth $5K as of Q1 2021.
CSat Investment Advisory sold 12 Citigroup shares in Q1 2021, an estimated $801.
Citigroup made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #490 holding.
CSat Investment Advisory first reported a position in Citigroup in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Citigroup position peaked at $5.3M in Q2 2018.
1,719 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.