EWG Elevate’s Citizens Financial Group CFG Stock Holding History

EWG Elevate’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	-7	Closed	-$276	–	177
2022 Q4	$276	Buy	+7	New	+$273	﹤0.01%	807

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

EWG Elevate's CFG Position: Q1 2023 in Review

EWG Elevate sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 7 shares — an estimated $276 sold.

EWG Elevate first reported a position in CFG in Q4 2022 and held it in 1 quarter. The position peaked at $276 in Q4 2022. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

EWG Elevate reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 7 Citizens Financial Group shares in Q1 2023, an estimated $276.
EWG Elevate first reported a position in Citizens Financial Group in Q4 2022 and held it in 1 quarter.
EWG Elevate's Citizens Financial Group position peaked at $276 in Q4 2022.
735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.