DB Wealth Management Group’s Citigroup C Stock Holding History

DB Wealth Management Group’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
2023 Q4	$3.75K	Hold	73	–	–	﹤0.01%	327
2023 Q3	$3K	Hold	73	–	–	﹤0.01%	329
2023 Q2	$3.36K	Hold	73	–	–	﹤0.01%	325
2023 Q1	$3.42K	Hold	73	–	–	﹤0.01%	318
2022 Q4	$3.3K	Buy	+73	New	+$3.32K	﹤0.01%	318
2022 Q2	–	Sell	-666	Closed	-$36K	–	296
2022 Q1	$36K	Buy	666 +593	+812%	+$36.6K	0.02%	193
2021 Q4	$4K	Hold	73	–	–	﹤0.01%	310
2021 Q3	$5K	Hold	73	–	–	﹤0.01%	294
2021 Q2	$5K	Hold	73	–	–	﹤0.01%	297
2021 Q1	$5K	Hold	73	–	–	﹤0.01%	308
2020 Q4	$5K	Buy	+73	New	+$3.71K	﹤0.01%	304

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DB Wealth Management Group's C Position: Q4 2023 in Review

DB Wealth Management Group held its Citigroup (C) position steady in Q4 2023 at 73 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

DB Wealth Management Group first reported a position in C in Q4 2020 and has held it in 11 quarters since. The position peaked at $36K in Q1 2022. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

DB Wealth Management Group held 73 shares of Citigroup worth $3.75K as of Q4 2023.
DB Wealth Management Group left its Citigroup share count unchanged in Q4 2023.
Citigroup made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #327 holding.
DB Wealth Management Group first reported a position in Citigroup in Q4 2020 and has held it in 11 quarters since.
DB Wealth Management Group's Citigroup position peaked at $36K in Q1 2022.
1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.