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CSat Investment Advisory’s Citizens Financial Group CFG Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$41K Sell
938
-160
-15% -$6.66K 0.03% 239
2020
Q4 		$39K Sell
1,098
-1,363
-55% -$42.8K 0.04% 200
2020
Q3 		$62K Buy
2,461
+112
+5% +$2.84K 0.01% 640
2020
Q2 		$60K Buy
2,349
+624
+36% +$14.2K 0.01% 650
2020
Q1 		$32K Buy
1,725
+128
+8% +$4.18K 0.01% 637
2019
Q4 		$65K Buy
1,597
+117
+8% +$4.38K 0.02% 520
2019
Q3 		$53K Buy
1,480
+117
+9% +$4.08K 0.02% 508
2019
Q2 		$48K Buy
1,363
+844
+163% +$29.4K 0.02% 540
2019
Q1 		$17K Sell
519
-72
-12% -$2.5K 0.01% 343
2018
Q4 		$18K Buy
591
+334
+130% +$11.7K 0.01% 306
2018
Q3 		$10K Buy
257
+55
+27% +$2.22K 0.01% 359
2018
Q2 		$8K Buy
+202
New +$8.41K ﹤0.01% 387

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

CSat Investment Advisory reduced its Citizens Financial Group (CFG) stake by 15% in Q1 2021, selling an estimated $6.66K and leaving 938 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #239.

CSat Investment Advisory first reported a position in CFG in Q2 2018 and has held it in 12 quarters since. The position peaked at $65K in Q4 2019. 684 funds tracked by Wall St. Rank hold CFG as of Q1 2021.

  • CSat Investment Advisory held 938 shares of Citizens Financial Group worth $41K as of Q1 2021.
  • CSat Investment Advisory sold 160 Citizens Financial Group shares in Q1 2021, an estimated $6.66K.
  • Citizens Financial Group made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #239 holding.
  • CSat Investment Advisory first reported a position in Citizens Financial Group in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's Citizens Financial Group position peaked at $65K in Q4 2019.
  • 684 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2021.

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