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DoubleLine ETF Adviser’s Citizens Financial Group CFG Stock Holding History

DoubleLine ETF Adviser’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,615
Closed -$313K – 170
2024
Q3 		$313K Sell
7,615
-886
-10% -$35.8K 0.08% 175
2024
Q2 		$306K Sell
8,501
-430
-5% -$15K 0.08% 160
2024
Q1 		$324K Buy
8,931
+1,106
+14% +$36.3K 0.08% 177
2023
Q4 		$259K Buy
+7,825
New +$215K 0.07% 184
2023
Q1 		– Sell
-6,951
Closed -$274K – 198
2022
Q4 		$274K Buy
+6,951
New +$271K 0.14% 157

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DoubleLine ETF Adviser's CFG Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 7,615 shares — an estimated $313K sold.

DoubleLine ETF Adviser first reported a position in CFG in Q4 2022 and held it in 5 quarters. The position peaked at $324K in Q1 2024. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 7,615 Citizens Financial Group shares in Q4 2024, an estimated $313K.
  • DoubleLine ETF Adviser first reported a position in Citizens Financial Group in Q4 2022 and held it in 5 quarters.
  • DoubleLine ETF Adviser's Citizens Financial Group position peaked at $324K in Q1 2024.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.