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

Darwin 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
2020
Q2 		– Sell
-230
Closed -$4K – 247
2020
Q1 		$4K Buy
+230
New +$7.5K ﹤0.01% 609

Other funds holding CFG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Darwin Wealth Management's CFG Position: Q2 2020 in Review

Darwin Wealth Management sold out of Citizens Financial Group (CFG) in Q2 2020, closing a stake of 230 shares — an estimated $4K sold.

Darwin Wealth Management first reported a position in CFG in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 569 funds tracked by Wall St. Rank hold CFG as of Q2 2020.

  • Darwin Wealth Management reported no remaining Citizens Financial Group position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 230 Citizens Financial Group shares in Q2 2020, an estimated $4K.
  • Darwin Wealth Management first reported a position in Citizens Financial Group in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Citizens Financial Group position peaked at $4K in Q1 2020.
  • 569 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.