FWM
CFG icon

Focused Wealth Management’s Citizens Financial Group CFG Stock Holding History

Focused Wealth Management’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
Q2 		– Sell
-4,000
Closed -$15K – 941
2022
Q1 		$15K Buy
+4,000
New +$206K ﹤0.01% 487

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Focused Wealth Management's CFG Position: Q4 2018 in Review

Focused Wealth Management sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 2,000 shares — an estimated $77K sold.

Focused Wealth Management first reported a position in CFG in Q3 2018 and held it in 1 quarter. The position peaked at $77K in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Focused Wealth Management reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
  • Focused Wealth Management sold 2,000 Citizens Financial Group shares in Q4 2018, an estimated $77K.
  • Focused Wealth Management first reported a position in Citizens Financial Group in Q3 2018 and held it in 1 quarter.
  • Focused Wealth Management's Citizens Financial Group position peaked at $77K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Focused Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.