First Heartland Consultants’s Citizens Financial Group CFG Stock Holding History

First Heartland Consultants’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
2022 Q1	–	Sell	-4,335	Closed	-$204	–	357
2021 Q4	$204	Buy	4,335 +23	+0.5%	+$1.11K	0.01%	357
2021 Q3	$203K	Sell	4,312 -1,347	-24%	-$59.1K	0.03%	374
2021 Q2	$260K	Buy	5,659 +1	+0%	+$47	0.04%	314
2021 Q1	$250K	Buy	+5,658	New	+$235K	0.04%	326

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Heartland Consultants's CFG Position: Q1 2022 in Review

First Heartland Consultants sold out of Citizens Financial Group (CFG) in Q1 2022, closing a stake of 4,335 shares — an estimated $204 sold.

First Heartland Consultants first reported a position in CFG in Q1 2021 and held it in 4 quarters. The position peaked at $260K in Q2 2021. 759 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

First Heartland Consultants reported no remaining Citizens Financial Group position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 4,335 Citizens Financial Group shares in Q1 2022, an estimated $204.
First Heartland Consultants first reported a position in Citizens Financial Group in Q1 2021 and held it in 4 quarters.
First Heartland Consultants's Citizens Financial Group position peaked at $260K in Q2 2021.
759 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.