Financial Avengers’s Citigroup C Stock Holding History

Financial Avengers’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
2023 Q2	–	Sell	-582	Closed	-$27.3K	–	161
2023 Q1	$27.3K	Buy	582 +6	+1%	+$294	0.02%	78
2022 Q4	$26K	Buy	576 +6	+1%	+$273	0.02%	78
2022 Q3	$24K	Buy	570 +6	+1%	+$296	0.02%	74
2022 Q2	$26K	Sell	564 -851	-60%	-$42.6K	0.02%	75
2022 Q1	$76K	Buy	1,415 +12	+0.9%	+$741	0.05%	46
2021 Q4	$85K	Sell	1,403 -204	-13%	-$13.6K	0.05%	49
2021 Q3	$113K	Buy	1,607 +11	+0.7%	+$769	0.08%	41
2021 Q2	$113K	Buy	1,596 +10	+0.6%	+$740	0.08%	41
2021 Q1	$115K	Buy	1,586 +12	+0.8%	+$801	0.09%	36
2020 Q4	$97K	Buy	+1,574	New	+$80K	0.08%	38

Other funds holding C

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Avengers's C Position: Q2 2023 in Review

Financial Avengers sold out of Citigroup (C) in Q2 2023, closing a stake of 582 shares — an estimated $27.3K sold.

Financial Avengers first reported a position in C in Q4 2020 and held it in 10 quarters. The position peaked at $115K in Q1 2021. 1,611 funds tracked by Wall St. Rank hold C as of Q2 2023.

Financial Avengers reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
Financial Avengers sold 582 Citigroup shares in Q2 2023, an estimated $27.3K.
Financial Avengers first reported a position in Citigroup in Q4 2020 and held it in 10 quarters.
Financial Avengers's Citigroup position peaked at $115K in Q1 2021.
1,611 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Financial Avengers's 13F filing for Q2 2023, filed 7 Aug 2023.