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First Personal Financial Services’s Citigroup C Stock Holding History

First Personal Financial Services’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
2024
Q3 		$752 Buy
+12
New +$742 ﹤0.01% 371
2022
Q1 		– Sell
-150
Closed -$9K – 335
2021
Q4 		$9K Sell
150
-144
-49% -$9.57K ﹤0.01% 297
2021
Q3 		$21K Sell
294
-291
-50% -$20.3K 0.01% 241
2021
Q2 		$41K Hold
585
– – 0.01% 209
2021
Q1 		$43K Hold
585
– – 0.01% 198
2020
Q4 		$36K Hold
585
– – 0.01% 207
2020
Q3 		$25K Hold
585
– – 0.01% 223
2020
Q2 		$30K Hold
585
– – 0.01% 214
2020
Q1 		$25K Sell
585
-100
-15% -$6.71K 0.01% 217
2019
Q4 		$55K Hold
685
– – 0.02% 185
2019
Q3 		$47K Sell
685
-102
-13% -$6.94K 0.01% 253
2019
Q2 		$55K Sell
787
-265
-25% -$17.7K 0.02% 271
2019
Q1 		$65K Sell
1,052
-1,024
-49% -$63.6K 0.02% 241
2018
Q4 		$108K Buy
2,076
+1,350
+186% +$85.5K 0.04% 195
2018
Q3 		$52K Buy
726
+141
+24% +$9.97K 0.02% 279
2018
Q2 		$39K Sell
585
-8,554
-94% -$589K 0.01% 304
2018
Q1 		$617K Sell
9,139
-4,885
-35% -$367K 0.14% 133
2017
Q4 		$1.04M Buy
14,024
+5,645
+67% +$417K 0.2% 104
2017
Q3 		$610K Hold
8,379
– – 0.13% 126
2017
Q2 		$561K Buy
8,379
+4,945
+144% +$303K 0.12% 132
2017
Q1 		$206K Buy
3,434
+144
+4% +$8.52K 0.05% 191
2016
Q4 		$196K Buy
3,290
+237
+8% +$12.8K 0.05% 190
2016
Q3 		$144K Sell
3,053
-308
-9% -$14K 0.04% 175
2016
Q2 		$143K Buy
3,361
+2,070
+160% +$91.5K 0.05% 172
2016
Q1 		$54K Buy
1,291
+700
+118% +$29.3K 0.03% 174
2015
Q4 		$31K Sell
591
-143
-19% -$7.59K 0.02% 214
2015
Q3 		$37K Buy
734
+40
+6% +$2.19K 0.02% 192
2015
Q2 		$39K Hold
694
– – 0.02% 182
2015
Q1 		$36K Hold
694
– – 0.02% 187
2014
Q4 		$37K Buy
+694
New +$36.8K 0.02% 172

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

First Personal Financial Services's C Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Citigroup (C) in Q3 2024: 12 shares worth $752. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in C as recently as Q4 2021.

First Personal Financial Services first reported a position in C in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.04M in Q4 2017. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • First Personal Financial Services held 12 shares of Citigroup worth $752 as of Q3 2024.
  • Citigroup was a new First Personal Financial Services position in Q3 2024.
  • Citigroup made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #371 holding.
  • First Personal Financial Services first reported a position in Citigroup in Q4 2014 and has held it in 30 quarters since.
  • First Personal Financial Services's Citigroup position peaked at $1.04M in Q4 2017.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.