DeDora Capital’s Citigroup C Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-626	Closed	-$33K	–	145
2022 Q1	$33K	Buy	+626	New	+$38.7K	0.01%	192
2020 Q3	–	Sell	-5,515	Closed	-$282K	–	92
2020 Q2	$282K	Buy	+5,515	New	+$262K	0.17%	82
2020 Q1	–	Sell	-4,573	Closed	-$365K	–	90
2019 Q4	$365K	Buy	+4,573	New	+$338K	0.22%	70

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DeDora Capital's C Position: Q2 2022 in Review

DeDora Capital sold out of Citigroup (C) in Q2 2022, closing a stake of 626 shares — an estimated $33K sold.

DeDora Capital first reported a position in C in Q4 2019 and held it in 3 quarters. The position peaked at $365K in Q4 2019. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

DeDora Capital reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 626 Citigroup shares in Q2 2022, an estimated $33K.
DeDora Capital first reported a position in Citigroup in Q4 2019 and held it in 3 quarters.
DeDora Capital's Citigroup position peaked at $365K in Q4 2019.
1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.