DWA
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Divergent Wealth Advisors’s Citigroup C Stock Holding History

Divergent Wealth 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
2018
Q4 		– Sell
-446
Closed -$32K – 56
2018
Q3 		$32K Hold
446
– – 0.01% 81
2018
Q2 		$30K Sell
446
-49
-10% -$3.37K 0.01% 78
2018
Q1 		$33K Buy
+495
New +$37.2K 0.01% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Divergent Wealth Advisors's C Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Citigroup (C) in Q4 2018, closing a stake of 446 shares — an estimated $32K sold.

Divergent Wealth Advisors first reported a position in C in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q1 2018. 1,598 funds tracked by Wall St. Rank hold C as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Citigroup position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 446 Citigroup shares in Q4 2018, an estimated $32K.
  • Divergent Wealth Advisors first reported a position in Citigroup in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Citigroup position peaked at $33K in Q1 2018.
  • 1,598 funds tracked by Wall St. Rank held Citigroup as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.