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Financial Architects (New Jersey)’s Citizens Financial Group CFG Stock Holding History

Financial Architects (New Jersey)’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
2021
Q3 		– Sell
-11,701
Closed -$537K – 330
2021
Q2 		$537K Buy
11,701
+2,635
+29% +$124K 0.08% 187
2021
Q1 		$400K Buy
+9,066
New +$377K 0.06% 225
2020
Q2 		– Sell
-29
Closed -$1K – 848
2020
Q1 		$1K Hold
29
– – ﹤0.01% 803
2019
Q4 		$1K Hold
29
– – ﹤0.01% 864
2019
Q3 		$1K Sell
29
-150
-84% -$5.23K ﹤0.01% 937
2019
Q2 		$6K Sell
179
-952
-84% -$33.2K ﹤0.01% 970
2019
Q1 		$37K Buy
1,131
+92
+9% +$3.19K 0.01% 693
2018
Q4 		$31K Buy
1,039
+17
+2% +$596 0.01% 669
2018
Q3 		$39K Sell
1,022
-6,677
-87% -$269K 0.01% 703
2018
Q2 		$300K Sell
7,699
-1,196
-13% -$49.8K 0.05% 222
2018
Q1 		$373K Sell
8,895
-78
-0.9% -$3.5K 0.07% 197
2017
Q4 		$377K Sell
8,973
-300
-3% -$11.7K 0.06% 198
2017
Q3 		$352K Buy
9,273
+188
+2% +$6.58K 0.06% 203
2017
Q2 		$324K Buy
9,085
+2,009
+28% +$71.2K 0.06% 211
2017
Q1 		$245K Buy
7,076
+6,116
+637% +$223K 0.04% 251
2016
Q4 		$34K Sell
960
-7
-0.7% -$212 0.01% 688
2016
Q3 		$24K Buy
967
+2
+0.2% +$46 0.01% 794
2016
Q2 		$19K Buy
+965
New +$21.4K 0.01% 797

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Architects (New Jersey)'s CFG Position: Q3 2021 in Review

Financial Architects (New Jersey) sold out of Citizens Financial Group (CFG) in Q3 2021, closing a stake of 11,701 shares — an estimated $537K sold.

Financial Architects (New Jersey) first reported a position in CFG in Q2 2016 and held it in 18 quarters. The position peaked at $537K in Q2 2021. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

  • Financial Architects (New Jersey) reported no remaining Citizens Financial Group position as of Q3 2021 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 11,701 Citizens Financial Group shares in Q3 2021, an estimated $537K.
  • Financial Architects (New Jersey) first reported a position in Citizens Financial Group in Q2 2016 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s Citizens Financial Group position peaked at $537K in Q2 2021.
  • 702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2021, filed 12 Nov 2021.