Edge Capital Group’s Citizens Financial Group CFG Stock Holding History

Edge Capital Group’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
2022 Q4	–	Sell	-25,053	Closed	-$861K	–	388
2022 Q3	$861K	Sell	25,053 -75	-0.3%	-$2.77K	0.07%	142
2022 Q2	$897K	Buy	+25,128	New	+$992K	0.08%	149
2020 Q1	–	Sell	-18,918	Closed	-$768K	–	216
2019 Q4	$768K	Buy	18,918 +60	+0.3%	+$2.25K	0.07%	142
2019 Q3	$667K	Buy	+18,858	New	+$658K	0.07%	147

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Edge Capital Group's CFG Position: Q4 2022 in Review

Edge Capital Group sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 25,053 shares — an estimated $861K sold.

Edge Capital Group first reported a position in CFG in Q3 2019 and held it in 4 quarters. The position peaked at $897K in Q2 2022. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

Edge Capital Group reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
Edge Capital Group sold 25,053 Citizens Financial Group shares in Q4 2022, an estimated $861K.
Edge Capital Group first reported a position in Citizens Financial Group in Q3 2019 and held it in 4 quarters.
Edge Capital Group's Citizens Financial Group position peaked at $897K in Q2 2022.
771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.