EdgeRock Capital’s Citizens Financial Group CFG Stock Holding History

EdgeRock Capital’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	-128	Closed	-$4K	–	108
2022 Q3	$4K	Buy	+128	New	+$4.74K	﹤0.01%	252

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

EdgeRock Capital's CFG Position: Q4 2022 in Review

EdgeRock Capital sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 128 shares — an estimated $4K sold.

EdgeRock Capital first reported a position in CFG in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

EdgeRock Capital reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 128 Citizens Financial Group shares in Q4 2022, an estimated $4K.
EdgeRock Capital first reported a position in Citizens Financial Group in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Citizens Financial Group position peaked at $4K in Q3 2022.
771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.