FFA
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Fortune Financial Advisors’s Citigroup C Stock Holding History

Fortune Financial Advisors’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 		– Sell
-4,180
Closed -$265K – 96
2024
Q2 		$265K Sell
4,180
-662
-14% -$40.8K 0.16% 115
2024
Q1 		$306K Sell
4,842
-342
-7% -$19K 0.19% 109
2023
Q4 		$267K Sell
5,184
-223
-4% -$9.87K 0.19% 109
2023
Q3 		$222K Buy
5,407
+68
+1% +$2.98K 0.17% 109
2023
Q2 		$246K Buy
+5,339
New +$250K 0.18% 110

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

Fortune Financial Advisors's C Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Citigroup (C) in Q3 2024, closing a stake of 4,180 shares — an estimated $265K sold.

Fortune Financial Advisors first reported a position in C in Q2 2023 and held it in 5 quarters. The position peaked at $306K in Q1 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 4,180 Citigroup shares in Q3 2024, an estimated $265K.
  • Fortune Financial Advisors first reported a position in Citigroup in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Citigroup position peaked at $306K in Q1 2024.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.