CWM
CFG icon

Curi Wealth Management’s Citizens Financial Group CFG Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-259
Closed -$9K – 276
2022
Q2 		$9K Buy
+259
New +$10.2K ﹤0.01% 381

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Curi Wealth Management's CFG Position: Q3 2022 in Review

Curi Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2022, closing a stake of 259 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in CFG in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 732 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

  • Curi Wealth Management reported no remaining Citizens Financial Group position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 259 Citizens Financial Group shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in Citizens Financial Group in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Citizens Financial Group position peaked at $9K in Q2 2022.
  • 732 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.