F/M Investments’s Citizens Financial Group CFG Stock Holding History

F/M Investments’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
2024 Q3	–	Sell	-33,367	Closed	-$1.2M	–	339
2024 Q2	$1.2M	Buy	+33,367	New	+$1.16M	0.04%	250

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

F/M Investments's CFG Position: Q3 2024 in Review

F/M Investments sold out of Citizens Financial Group (CFG) in Q3 2024, closing a stake of 33,367 shares — an estimated $1.2M sold.

F/M Investments first reported a position in CFG in Q2 2024 and held it in 1 quarter. The position peaked at $1.2M in Q2 2024. 795 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

F/M Investments reported no remaining Citizens Financial Group position as of Q3 2024 after selling out during the quarter.
F/M Investments sold 33,367 Citizens Financial Group shares in Q3 2024, an estimated $1.2M.
F/M Investments first reported a position in Citizens Financial Group in Q2 2024 and held it in 1 quarter.
F/M Investments's Citizens Financial Group position peaked at $1.2M in Q2 2024.
795 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

Based on F/M Investments's 13F filing for Q3 2024, filed 29 Oct 2024.