Financial Gravity Asset Management’s Citizens Financial Group CFG Stock Holding History

Financial Gravity Asset Management’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	-1	Closed	-$46K	–	960
2021 Q2	$46K	Buy	+1	New	+$47	0.02%	593
2019 Q4	$45K	Sell	96 -3	-3%	-$112	0.03%	694
2019 Q3	$4K	Sell	99 -25	-20%	-$872	﹤0.01%	726
2019 Q2	$4K	Sell	124 -37	-23%	-$1.29K	﹤0.01%	714
2019 Q1	$5K	Buy	+161	New	+$5.58K	﹤0.01%	671
2018 Q3	$24K	Buy	663 +639	+2,663%	+$25.8K	0.03%	450
2018 Q2	$1K	Sell	24 -634	-96%	-$26.4K	﹤0.01%	1115
2018 Q1	$27K	Buy	+658	New	+$29.5K	0.03%	479

Other funds holding CFG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Citizens Financial Group (CFG) in Q3 2021, closing a stake of 1 share — an estimated $46K sold.

Financial Gravity Asset Management first reported a position in CFG in Q1 2018 and held it in 8 quarters. The position peaked at $46K in Q2 2021. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

Financial Gravity Asset Management reported no remaining Citizens Financial Group position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Citizens Financial Group share in Q3 2021, an estimated $46K.
Financial Gravity Asset Management first reported a position in Citizens Financial Group in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Citizens Financial Group position peaked at $46K in Q2 2021.
702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

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