Evermay Wealth Management’s Citizens Financial Group CFG Stock Holding History

Evermay Wealth Management’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
2023 Q1	–	Sell	-48	Closed	-$1.89K	–	549
2022 Q4	$1.89K	Hold	48	–	–	﹤0.01%	494
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	473
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	471
2022 Q1	$2K	Sell	48 -720	-94%	-$37K	﹤0.01%	482
2021 Q4	$36K	Sell	768 -132	-15%	-$6.36K	0.01%	309
2021 Q3	$42K	Hold	900	–	–	0.01%	283
2021 Q2	$41K	Buy	+900	New	+$42.5K	0.01%	305

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Evermay Wealth Management's CFG Position: Q1 2023 in Review

Evermay Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 48 shares — an estimated $1.89K sold.

Evermay Wealth Management first reported a position in CFG in Q2 2021 and held it in 7 quarters. The position peaked at $42K in Q3 2021. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

Evermay Wealth Management reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
Evermay Wealth Management sold 48 Citizens Financial Group shares in Q1 2023, an estimated $1.89K.
Evermay Wealth Management first reported a position in Citizens Financial Group in Q2 2021 and held it in 7 quarters.
Evermay Wealth Management's Citizens Financial Group position peaked at $42K in Q3 2021.
735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.