Delap Wealth Advisory’s Citigroup C Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-11,147	Closed	-$705K	–	146
2024 Q1	$705K	Buy	+11,147	New	+$620K	0.28%	54

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Delap Wealth Advisory's C Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Citigroup (C) in Q2 2024, closing a stake of 11,147 shares — an estimated $705K sold.

Delap Wealth Advisory first reported a position in C in Q1 2024 and held it in 1 quarter. The position peaked at $705K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Delap Wealth Advisory reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 11,147 Citigroup shares in Q2 2024, an estimated $705K.
Delap Wealth Advisory first reported a position in Citigroup in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Citigroup position peaked at $705K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.