Financial Gravity Asset Management’s Citigroup C Stock Holding History

Financial Gravity Asset 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	$70K	Hold	26	–	–	0.03%	453
2021 Q2	$71K	Buy	+26	New	+$1.92K	0.03%	453
2020 Q4	$2K	Buy	+32	New	+$1.63K	﹤0.01%	304
2019 Q4	$80K	Sell	993 -124	-11%	-$9.16K	0.06%	421
2019 Q3	$77K	Sell	1,117 -143	-11%	-$9.73K	0.07%	241
2019 Q2	$88K	Buy	1,260 +64	+5%	+$4.28K	0.07%	244
2019 Q1	$77K	Buy	+1,196	New	+$74.3K	0.06%	237
2018 Q3	$7K	Buy	103 +11	+12%	+$778	0.01%	647
2018 Q2	$6K	Sell	92 -856	-90%	-$58.9K	0.01%	679
2018 Q1	$64K	Buy	+948	New	+$71.3K	0.07%	253

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Financial Gravity Asset Management's C Position: Q3 2021 in Review

Financial Gravity Asset Management held its Citigroup (C) position steady in Q3 2021 at 26 shares worth $70K. The position accounts for 0.03% of the portfolio, ranked #453.

Financial Gravity Asset Management first reported a position in C in Q1 2018 and has held it in 10 quarters since. The position peaked at $88K in Q2 2019. 1,729 funds tracked by Wall St. Rank hold C as of Q3 2021.

Financial Gravity Asset Management held 26 shares of Citigroup worth $70K as of Q3 2021.
Financial Gravity Asset Management left its Citigroup share count unchanged in Q3 2021.
Citigroup made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #453 holding.
Financial Gravity Asset Management first reported a position in Citigroup in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's Citigroup position peaked at $88K in Q2 2019.
1,729 funds tracked by Wall St. Rank held Citigroup as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.