First Capital Advisors Group’s Citigroup C Stock Holding History

First Capital Advisors Group’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
2023 Q2	$2.49K	Buy	+54	New	+$2.53K	﹤0.01%	779
2018 Q4	–	Sell	-3,222	Closed	-$231K	–	150
2018 Q3	$231K	Hold	3,222	–	–	0.14%	146
2018 Q2	$216K	Sell	3,222 -183	-5%	-$12.6K	0.14%	156
2018 Q1	$230K	Buy	3,405 +648	+24%	+$48.7K	0.13%	154
2017 Q4	$205K	Hold	2,757	–	–	0.13%	165
2017 Q3	$201K	Buy	+2,757	New	+$188K	0.14%	153

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Capital Advisors Group's C Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Citigroup (C) in Q2 2023: 54 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in C as recently as Q3 2018.

First Capital Advisors Group first reported a position in C in Q3 2017 and has held it in 6 quarters since. The position peaked at $231K in Q3 2018. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

First Capital Advisors Group held 54 shares of Citigroup worth $2.49K as of Q2 2023.
Citigroup was a new First Capital Advisors Group position in Q2 2023.
Citigroup made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #779 holding.
First Capital Advisors Group first reported a position in Citigroup in Q3 2017 and has held it in 6 quarters since.
First Capital Advisors Group's Citigroup position peaked at $231K in Q3 2018.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.