FCA
C icon

FinTrust Capital Advisors’s Citigroup C Stock Holding History

FinTrust Capital 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
2019
Q4 		– Sell
-3,000
Closed -$4.35M – 1072
2019
Q3 		$4.35M Buy
+3,000
New +$204K 1.49% 15

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's C Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Citigroup (C) stake by 3.1% in Q3 2024, buying an estimated $9.21K and bringing the position to 4,937 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #241.

FinTrust Capital Advisors first reported a position in C in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.05M in Q4 2019. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • FinTrust Capital Advisors held 4,937 shares of Citigroup worth $309K as of Q3 2024.
  • FinTrust Capital Advisors bought 149 Citigroup shares in Q3 2024, an estimated $9.21K.
  • Citigroup made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #241 holding.
  • FinTrust Capital Advisors first reported a position in Citigroup in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Citigroup position peaked at $1.05M in Q4 2019.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.