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Financial Synergies Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-224
Closed -$8.13K – 135
2024
Q1 		$8.13K Buy
+224
New +$7.35K ﹤0.01% 262
2023
Q4 		– Sell
-217
Closed -$5.83K – 477
2023
Q3 		$5.83K Buy
217
+3
+1% +$86 ﹤0.01% 261
2023
Q2 		$5.59K Sell
214
-184
-46% -$5.07K ﹤0.01% 257
2023
Q1 		$12.1K Buy
+398
New +$15.6K ﹤0.01% 224

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Citizens Financial Group (CFG) in Q2 2024, closing a stake of 224 shares — an estimated $8.13K sold.

Financial Synergies Wealth Advisors first reported a position in CFG in Q1 2023 and held it in 4 quarters. The position peaked at $12.1K in Q1 2023. 762 funds tracked by Wall St. Rank hold CFG as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Citizens Financial Group position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 224 Citizens Financial Group shares in Q2 2024, an estimated $8.13K.
  • Financial Synergies Wealth Advisors first reported a position in Citizens Financial Group in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Citizens Financial Group position peaked at $12.1K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2024.

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