EWM
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Edge Wealth Management’s Citigroup C Stock Holding History

Edge 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
2019
Q2 		– Sell
-1,500
Closed -$2K – 606
2019
Q1 		$2K Buy
+1,500
New +$93.1K ﹤0.01% 512
2018
Q4 		– Sell
-600
Closed -$38K – 571
2018
Q3 		$38K Buy
600
+400
+200% +$28.3K 0.01% 287
2018
Q2 		$34K Buy
+200
New +$13.8K 0.01% 287
2017
Q3 		– Sell
-200
Closed -$175K – 538
2017
Q2 		$175K Buy
+200
New +$12.3K 0.06% 135

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Edge Wealth Management's C Position: Q1 2022 in Review

Edge Wealth Management sold out of Citigroup (C) in Q1 2022, closing a stake of 462 shares — an estimated $28K sold.

Edge Wealth Management first reported a position in C in Q2 2013 and held it in 35 quarters. The position peaked at $1.31M in Q4 2016. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • Edge Wealth Management reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 462 Citigroup shares in Q1 2022, an estimated $28K.
  • Edge Wealth Management first reported a position in Citigroup in Q2 2013 and held it in 35 quarters.
  • Edge Wealth Management's Citigroup position peaked at $1.31M in Q4 2016.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.