Evolution Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-348	Closed	-$16K	–	239
2021 Q3	$16K	Sell	348 -1	-0.3%	-$44	﹤0.01%	340
2021 Q2	$16K	Hold	349	–	–	﹤0.01%	333
2021 Q1	$15K	Hold	349	–	–	﹤0.01%	340
2020 Q4	$12K	Hold	349	–	–	﹤0.01%	326
2020 Q3	$9K	Hold	349	–	–	﹤0.01%	365
2020 Q2	$9K	Buy	+349	New	+$7.92K	﹤0.01%	299
2020 Q1	–	Sell	-94	Closed	-$4K	–	367
2019 Q4	$4K	Sell	94 -141	-60%	-$5.28K	﹤0.01%	431
2019 Q3	$8K	Buy	235 +176	+298%	+$6.14K	﹤0.01%	206
2019 Q2	$2K	Buy	+59	New	+$2.06K	﹤0.01%	391

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Evolution Wealth Advisors's CFG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2021, closing a stake of 348 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in CFG in Q2 2019 and held it in 9 quarters. The position peaked at $16K in Q3 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

Evolution Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 348 Citizens Financial Group shares in Q4 2021, an estimated $16K.
Evolution Wealth Advisors first reported a position in Citizens Financial Group in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Citizens Financial Group position peaked at $16K in Q3 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.