FirstPurpose Wealth’s Citigroup C Stock Holding History

FirstPurpose Wealth’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 Q1	$245K	Sell	4,066 -46	-1%	-$2.56K	0.09%	179
2023 Q4	$212K	Buy	+4,112	New	+$182K	0.08%	195

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FirstPurpose Wealth's C Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Citigroup (C) stake by 1.1% in Q1 2024, selling an estimated $2.56K and leaving 4,066 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #179.

FirstPurpose Wealth first reported a position in C in Q4 2023 and has held it in 2 quarters since. 1,775 funds tracked by Wall St. Rank hold C as of Q1 2024.

FirstPurpose Wealth held 4,066 shares of Citigroup worth $245K as of Q1 2024.
FirstPurpose Wealth sold 46 Citigroup shares in Q1 2024, an estimated $2.56K.
Citigroup made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #179 holding.
FirstPurpose Wealth first reported a position in Citigroup in Q4 2023 and has held it in 2 quarters since.
1,775 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.