Financial Architects (New Jersey)’s Citigroup C Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-800	Closed	-$56K	–	1023
2019 Q2	$56K	Sell	800 -700	-47%	-$46.8K	0.01%	490
2019 Q1	$93K	Buy	+1,500	New	+$93.1K	0.02%	470
2017 Q4	–	Sell	-1,000	Closed	-$73K	–	1491
2017 Q3	$73K	Sell	1,000 -1,000	-50%	-$68.3K	0.01%	571
2017 Q2	$134K	Buy	+2,000	New	+$123K	0.02%	413
2017 Q1	–	Sell	-30	Closed	-$63K	–	1569
2016 Q4	$63K	Buy	+30	New	+$1.62K	0.01%	507

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Architects (New Jersey)'s C Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Citigroup (C) in Q3 2020, closing a stake of 1,204 shares — an estimated $62K sold.

Financial Architects (New Jersey) first reported a position in C in Q2 2013 and held it in 26 quarters. The position peaked at $1.2M in Q2 2018. 1,475 funds tracked by Wall St. Rank hold C as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Citigroup position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,204 Citigroup shares in Q3 2020, an estimated $62K.
Financial Architects (New Jersey) first reported a position in Citigroup in Q2 2013 and held it in 26 quarters.
Financial Architects (New Jersey)'s Citigroup position peaked at $1.2M in Q2 2018.
1,475 funds tracked by Wall St. Rank held Citigroup as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.