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DCM Advisors’s Citigroup C Stock Holding History

DCM Advisors’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
2024
Q3 		– Sell
-3,792
Closed -$241K – 54
2024
Q2 		$241K Sell
3,792
-2,290
-38% -$141K 0.13% 50
2024
Q1 		$385K Sell
6,082
-6,314
-51% -$351K 0.16% 56
2023
Q4 		$638K Sell
12,396
-329
-3% -$14.6K 0.23% 62
2023
Q3 		$523K Sell
12,725
-1,721
-12% -$75.5K 0.24% 52
2023
Q2 		$665K Buy
14,446
+59
+0.4% +$2.76K 0.29% 49
2023
Q1 		$675K Sell
14,387
-2,888
-17% -$142K 0.31% 49
2022
Q4 		$781K Buy
17,275
+2,070
+14% +$94K 0.38% 48
2022
Q3 		$634K Sell
15,205
-1,223
-7% -$60.4K 0.32% 78
2022
Q2 		$756K Buy
16,428
+4,280
+35% +$214K 0.33% 83
2022
Q1 		$649K Buy
12,148
+497
+4% +$30.7K 0.23% 108
2021
Q4 		$704K Buy
+11,651
New +$775K 0.21% 114

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM Advisors's C Position: Q3 2024 in Review

DCM Advisors sold out of Citigroup (C) in Q3 2024, closing a stake of 3,792 shares — an estimated $241K sold.

DCM Advisors first reported a position in C in Q4 2021 and held it in 11 quarters. The position peaked at $781K in Q4 2022. 1,790 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • DCM Advisors reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • DCM Advisors sold 3,792 Citigroup shares in Q3 2024, an estimated $241K.
  • DCM Advisors first reported a position in Citigroup in Q4 2021 and held it in 11 quarters.
  • DCM Advisors's Citigroup position peaked at $781K in Q4 2022.
  • 1,790 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on DCM Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.