Engrave Wealth Partners’s Citigroup C Stock Holding History

Engrave Wealth Partners’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
2020 Q1	–	Sell	-500	Closed	-$39K	–	425
2019 Q4	$39K	Buy	+500	New	+$36.9K	0.04%	149

Other funds holding C

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Engrave Wealth Partners's C Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Citigroup (C) in Q1 2020, closing a stake of 500 shares — an estimated $39K sold.

Engrave Wealth Partners first reported a position in C in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Engrave Wealth Partners reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Engrave Wealth Partners sold 500 Citigroup shares in Q1 2020, an estimated $39K.
Engrave Wealth Partners first reported a position in Citigroup in Q4 2019 and held it in 1 quarter.
Engrave Wealth Partners's Citigroup position peaked at $39K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.