First Personal Financial Services’s Citizens Financial Group CFG Stock Holding History

First Personal Financial Services’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
2024 Q3	–	Sell	-38	Closed	-$1.35K	–	573
2024 Q2	$1.35K	Hold	38	–	–	﹤0.01%	337
2024 Q1	$1.36K	Sell	38 -50	-57%	-$1.64K	﹤0.01%	338
2023 Q4	$2.9K	Hold	88	–	–	﹤0.01%	349
2023 Q3	$2.35K	Buy	+88	New	+$2.52K	﹤0.01%	361
2022 Q1	–	Sell	-358	Closed	-$17K	–	337
2021 Q4	$17K	Buy	+358	New	+$17.2K	﹤0.01%	256
2020 Q1	–	Sell	-28	Closed	-$1K	–	336
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	407
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	453
2019 Q2	$1K	Buy	+28	New	+$976	﹤0.01%	696
2018 Q2	–	Sell	-2,672	Closed	-$112K	–	703
2018 Q1	$112K	Buy	+2,672	New	+$120K	0.02%	281
2017 Q1	–	Sell	-320	Closed	-$11K	–	883
2016 Q4	$11K	Hold	320	–	–	﹤0.01%	686
2016 Q3	$8K	Hold	320	–	–	﹤0.01%	630
2016 Q2	$6K	Buy	+320	New	+$7.1K	﹤0.01%	654

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

First Personal Financial Services sold out of Citizens Financial Group (CFG) in Q3 2024, closing a stake of 38 shares — an estimated $1.35K sold.

First Personal Financial Services first reported a position in CFG in Q2 2016 and held it in 12 quarters. The position peaked at $112K in Q1 2018. 799 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

First Personal Financial Services reported no remaining Citizens Financial Group position as of Q3 2024 after selling out during the quarter.
First Personal Financial Services sold 38 Citizens Financial Group shares in Q3 2024, an estimated $1.35K.
First Personal Financial Services first reported a position in Citizens Financial Group in Q2 2016 and held it in 12 quarters.
First Personal Financial Services's Citizens Financial Group position peaked at $112K in Q1 2018.
799 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

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