FFA
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Founders Financial Alliance’s Citizens Financial Group CFG Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-1,650
Closed -$43K – 563
2020
Q3 		$43K Buy
+1,650
New +$41.9K 0.03% 412

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Alliance's CFG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 1,650 shares — an estimated $43K sold.

Founders Financial Alliance first reported a position in CFG in Q3 2020 and held it in 1 quarter. The position peaked at $43K in Q3 2020. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Founders Financial Alliance reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,650 Citizens Financial Group shares in Q4 2020, an estimated $43K.
  • Founders Financial Alliance first reported a position in Citizens Financial Group in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Citizens Financial Group position peaked at $43K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.