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Filbrandt Wealth Management’s Citigroup C Stock Holding History

Filbrandt Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Buy
+13
New +$909 ﹤0.01% 204
2021
Q1 		– Sell
-10
Closed -$1K – 181
2020
Q4 		$1K Buy
+10
New +$508 ﹤0.01% 158
2020
Q3 		– Sell
-556
Closed -$28K – 183
2020
Q2 		$28K Buy
+556
New +$26.4K 0.02% 169

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Filbrandt Wealth Management's C Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Citigroup (C) in Q3 2021: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in C as recently as Q4 2020.

Filbrandt Wealth Management first reported a position in C in Q2 2020 and has held it in 3 quarters since. The position peaked at $28K in Q2 2020. 1,727 funds tracked by Wall St. Rank hold C as of Q3 2021.

  • Filbrandt Wealth Management held 13 shares of Citigroup worth $1K as of Q3 2021.
  • Citigroup was a new Filbrandt Wealth Management position in Q3 2021.
  • Citigroup made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #204 holding.
  • Filbrandt Wealth Management first reported a position in Citigroup in Q2 2020 and has held it in 3 quarters since.
  • Filbrandt Wealth Management's Citigroup position peaked at $28K in Q2 2020.
  • 1,727 funds tracked by Wall St. Rank held Citigroup as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.