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FDx Advisors’s Citizens Financial Group CFG Stock Holding History

FDx 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
2022
Q3 		– Sell
-14,449
Closed -$516K – 741
2022
Q2 		$516K Sell
14,449
-1,174
-8% -$46.4K 0.02% 470
2022
Q1 		$708K Buy
15,623
+423
+3% +$21.7K 0.02% 408
2021
Q4 		$718K Sell
15,200
-1,671
-10% -$80.5K 0.02% 435
2021
Q3 		$793K Buy
16,871
+1,836
+12% +$80.6K 0.03% 382
2021
Q2 		$690K Buy
15,035
+8,195
+120% +$387K 0.02% 424
2021
Q1 		$302K Buy
+6,840
New +$285K 0.01% 625
2020
Q1 		– Sell
-18,783
Closed -$763K – 532
2019
Q4 		$763K Sell
18,783
-6,207
-25% -$232K 0.04% 274
2019
Q3 		$884K Sell
24,990
-4,801
-16% -$168K 0.06% 237
2019
Q2 		$1.05M Sell
29,791
-932
-3% -$32.5K 0.04% 315
2019
Q1 		$998K Buy
30,723
+8,538
+38% +$296K 0.04% 295
2018
Q4 		$660K Sell
22,185
-2,760
-11% -$96.8K 0.05% 252
2018
Q3 		$962K Buy
24,945
+43
+0.2% +$1.73K 0.04% 351
2018
Q2 		$969K Sell
24,902
-1,337
-5% -$55.7K 0.04% 373
2018
Q1 		$1.1M Sell
26,239
-24,247
-48% -$1.09M 0.03% 475
2017
Q4 		$2.12M Buy
50,486
+3,178
+7% +$124K 0.06% 294
2017
Q3 		$1.79M Buy
47,308
+639
+1% +$22.4K 0.05% 347
2017
Q2 		$1.67M Buy
46,669
+4,927
+12% +$175K 0.05% 358
2017
Q1 		$1.44M Buy
41,742
+18,059
+76% +$659K 0.04% 402
2016
Q4 		$844K Buy
+23,683
New +$718K 0.02% 575

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FDx Advisors's CFG Position: Q3 2022 in Review

FDx Advisors sold out of Citizens Financial Group (CFG) in Q3 2022, closing a stake of 14,449 shares — an estimated $516K sold.

FDx Advisors first reported a position in CFG in Q4 2016 and held it in 19 quarters. The position peaked at $2.12M in Q4 2017. 735 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

  • FDx Advisors reported no remaining Citizens Financial Group position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 14,449 Citizens Financial Group shares in Q3 2022, an estimated $516K.
  • FDx Advisors first reported a position in Citizens Financial Group in Q4 2016 and held it in 19 quarters.
  • FDx Advisors's Citizens Financial Group position peaked at $2.12M in Q4 2017.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.