First Command Bank’s Citigroup C Stock Holding History

First Command Bank’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	$77.7K	Buy	1,687 +40	+2%	+$1.87K	0.01%	205
2023 Q1	$77.2K	Buy	1,647 +160	+11%	+$7.85K	0.01%	200
2022 Q4	$67K	Hold	1,487	–	–	0.01%	208
2022 Q3	$62K	Sell	1,487 -267	-15%	-$13.2K	0.01%	210
2022 Q2	$81K	Buy	1,754 +38	+2%	+$1.9K	0.01%	190
2022 Q1	$92K	Sell	1,716 -617	-26%	-$38.1K	0.01%	191
2021 Q4	$164K	Hold	2,333	–	–	0.03%	152
2021 Q3	$164K	Buy	2,333 +1,406	+152%	+$98.3K	0.03%	152
2021 Q2	$65K	Sell	927 -25	-3%	-$1.85K	0.01%	234
2021 Q1	$69K	Hold	952	–	–	0.01%	212
2020 Q4	$59K	Sell	952 -661	-41%	-$33.6K	0.01%	200
2020 Q3	$70K	Sell	1,613 -79	-5%	-$3.94K	0.02%	171
2020 Q2	$87K	Sell	1,692 -10	-0.6%	-$474	0.03%	159
2020 Q1	$71K	Sell	1,702 -8	-0.5%	-$537	0.04%	165
2019 Q4	$136K	Buy	1,710 +507	+42%	+$37.5K	0.06%	145
2019 Q3	$83K	Sell	1,203 -113	-9%	-$7.69K	0.04%	173
2019 Q2	$92K	Hold	1,316	–	–	0.05%	162
2019 Q1	$82K	Hold	1,316	–	–	0.04%	168
2018 Q4	$69K	Buy	1,316 +797	+154%	+$50.5K	0.04%	177
2018 Q3	$37K	Hold	519	–	–	0.01%	228
2018 Q2	$34K	Hold	519	–	–	0.01%	240
2018 Q1	$35K	Buy	519 +113	+28%	+$8.49K	0.02%	237
2017 Q4	$31K	Buy	406 +75	+23%	+$5.55K	0.02%	240
2017 Q3	$25K	Sell	331 -50	-13%	-$3.41K	0.02%	260
2017 Q2	$25K	Hold	381	–	–	0.02%	271
2017 Q1	$23K	Buy	381 +346	+989%	+$20.5K	0.02%	265
2016 Q4	$2K	Buy	+35	New	+$1.89K	﹤0.01%	371

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 Command Bank's C Position: Q2 2023 in Review

First Command Bank increased its Citigroup (C) stake by 2.4% in Q2 2023, buying an estimated $1.87K and bringing the position to 1,687 shares worth $77.7K. The position accounts for 0.01% of the portfolio, ranked #205.

First Command Bank first reported a position in C in Q4 2016 and has held it in 27 quarters since. The position peaked at $164K in Q4 2021. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

First Command Bank held 1,687 shares of Citigroup worth $77.7K as of Q2 2023.
First Command Bank bought 40 Citigroup shares in Q2 2023, an estimated $1.87K.
Citigroup made up 0.01% of First Command Bank's portfolio in Q2 2023, its #205 holding.
First Command Bank first reported a position in Citigroup in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Citigroup position peaked at $164K in Q4 2021.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.