Defined Wealth Management’s Citigroup C Stock Holding History

Defined Wealth Management’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
2021 Q1	–	Sell	-197	Closed	-$12K	–	111
2020 Q4	$12K	Buy	+197	New	+$10K	0.01%	173

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Defined Wealth Management's C Position: Q1 2021 in Review

Defined Wealth Management sold out of Citigroup (C) in Q1 2021, closing a stake of 197 shares — an estimated $12K sold.

Defined Wealth Management first reported a position in C in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 1,718 funds tracked by Wall St. Rank hold C as of Q1 2021.

Defined Wealth Management reported no remaining Citigroup position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 197 Citigroup shares in Q1 2021, an estimated $12K.
Defined Wealth Management first reported a position in Citigroup in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Citigroup position peaked at $12K in Q4 2020.
1,718 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.