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Foster & Motley’s Citizens Financial Group CFG Stock Holding History

Foster & Motley’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
2023
Q1 		– Sell
-5,339
Closed -$210K – 385
2022
Q4 		$210K Buy
+5,339
New +$208K 0.02% 365
2022
Q3 		– Sell
-5,708
Closed -$204K – 343
2022
Q2 		$204K Sell
5,708
-89
-2% -$3.51K 0.02% 342
2022
Q1 		$263K Hold
5,797
– – 0.02% 322
2021
Q4 		$274K Hold
5,797
– – 0.02% 314
2021
Q3 		$272K Buy
+5,797
New +$255K 0.02% 300

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foster & Motley's CFG Position: Q1 2023 in Review

Foster & Motley sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 5,339 shares — an estimated $210K sold.

Foster & Motley first reported a position in CFG in Q3 2021 and held it in 5 quarters. The position peaked at $274K in Q4 2021. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Foster & Motley reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Foster & Motley sold 5,339 Citizens Financial Group shares in Q1 2023, an estimated $210K.
  • Foster & Motley first reported a position in Citizens Financial Group in Q3 2021 and held it in 5 quarters.
  • Foster & Motley's Citizens Financial Group position peaked at $274K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Foster & Motley's 13F filing for Q1 2023, filed 9 May 2023.