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Forvis Mazars Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Forvis Mazars Wealth Advisors’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
2020
Q1 		– Sell
-12,974
Closed -$527K – 287
2019
Q4 		$527K Buy
12,974
+88
+0.7% +$3.29K 0.04% 187
2019
Q3 		$456K Buy
12,886
+57
+0.4% +$1.99K 0.04% 183
2019
Q2 		$454K Sell
12,829
-633
-5% -$22.1K 0.04% 172
2019
Q1 		$438K Buy
13,462
+32
+0.2% +$1.11K 0.04% 175
2018
Q4 		$399K Buy
13,430
+2,990
+29% +$105K 0.04% 157
2018
Q3 		$403K Sell
10,440
-603
-5% -$24.3K 0.04% 170
2018
Q2 		$430K Sell
11,043
-5
-0% -$208 0.04% 157
2018
Q1 		$464K Sell
11,048
-1,667
-13% -$74.8K 0.05% 153
2017
Q4 		$534K Buy
12,715
+1,770
+16% +$69.2K 0.05% 141
2017
Q3 		$414K Buy
10,945
+790
+8% +$27.6K 0.05% 148
2017
Q2 		$362K Buy
10,155
+589
+6% +$20.9K 0.04% 166
2017
Q1 		$331K Buy
9,566
+737
+8% +$26.9K 0.04% 166
2016
Q4 		$315K Buy
+8,829
New +$268K 0.04% 150

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CFG Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 12,974 shares — an estimated $527K sold.

Forvis Mazars Wealth Advisors first reported a position in CFG in Q4 2016 and held it in 13 quarters. The position peaked at $534K in Q4 2017. 580 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 12,974 Citizens Financial Group shares in Q1 2020, an estimated $527K.
  • Forvis Mazars Wealth Advisors first reported a position in Citizens Financial Group in Q4 2016 and held it in 13 quarters.
  • Forvis Mazars Wealth Advisors's Citizens Financial Group position peaked at $534K in Q4 2017.
  • 580 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.