Financial Synergies Wealth Advisors’s Citigroup C Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-241	Closed	-$15.2K	–	126
2024 Q1	$15.2K	Buy	241 +209	+653%	+$11.6K	﹤0.01%	221
2023 Q4	$1.45K	Sell	32 -206	-87%	-$9.12K	﹤0.01%	280
2023 Q3	$9.78K	Buy	238 +2	+0.8%	+$88	﹤0.01%	236
2023 Q2	$10.9K	Buy	236 +2	+0.9%	+$94	﹤0.01%	224
2023 Q1	$11K	Buy	234 +202	+631%	+$9.91K	﹤0.01%	232
2022 Q4	$1.45K	Buy	32 +4	+14%	+$182	﹤0.01%	280
2022 Q3	$1.17K	Sell	28 -14	-33%	-$692	﹤0.01%	282
2022 Q2	$1.93K	Buy	+42	New	+$2.1K	﹤0.01%	238

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's C Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Citigroup (C) in Q2 2024, closing a stake of 241 shares — an estimated $15.2K sold.

Financial Synergies Wealth Advisors first reported a position in C in Q2 2022 and held it in 8 quarters. The position peaked at $15.2K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 241 Citigroup shares in Q2 2024, an estimated $15.2K.
Financial Synergies Wealth Advisors first reported a position in Citigroup in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Citigroup position peaked at $15.2K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.