FormulaFolio Investments’s Citigroup C Stock Holding History

FormulaFolio Investments’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
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	425
2021 Q1	$2K	Sell	28 -56,691	-100%	-$3.78M	﹤0.01%	393
2020 Q4	$3.5M	Buy	+56,719	New	+$2.88M	0.07%	192
2020 Q3	–	Sell	-6,469	Closed	-$331K	–	320
2020 Q2	$331K	Buy	+6,469	New	+$307K	0.01%	228
2020 Q1	–	Sell	-3,236	Closed	-$258K	–	295
2019 Q4	$258K	Sell	3,236 -16	-0.5%	-$1.18K	0.01%	325
2019 Q3	$225K	Buy	+3,252	New	+$221K	0.01%	315
2016 Q2	–	Sell	-28,838	Closed	-$1.2M	–	124
2016 Q1	$1.2M	Buy	+28,838	New	+$1.21M	0.21%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FormulaFolio Investments's C Position: Q2 2021 in Review

FormulaFolio Investments held its Citigroup (C) position steady in Q2 2021 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

FormulaFolio Investments first reported a position in C in Q1 2016 and has held it in 7 quarters since. The position peaked at $3.5M in Q4 2020. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

FormulaFolio Investments held 28 shares of Citigroup worth $2K as of Q2 2021.
FormulaFolio Investments left its Citigroup share count unchanged in Q2 2021.
Citigroup made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #425 holding.
FormulaFolio Investments first reported a position in Citigroup in Q1 2016 and has held it in 7 quarters since.
FormulaFolio Investments's Citigroup position peaked at $3.5M in Q4 2020.
1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.