FourThought Financial’s Citizens Financial Group CFG Stock Holding History

FourThought Financial’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
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	1308
2022 Q2	$2K	Sell	57 -1,613	-97%	-$63.7K	﹤0.01%	1312
2022 Q1	$74K	Sell	1,670 -313	-16%	-$16.1K	0.01%	550
2021 Q4	$94K	Sell	1,983 -77	-4%	-$3.71K	0.01%	499
2021 Q3	$96K	Buy	2,060 +1,988	+2,761%	+$87.3K	0.01%	499
2021 Q2	$3K	Sell	72 -20	-22%	-$944	﹤0.01%	1289
2021 Q1	$4K	Sell	92 -87	-49%	-$3.62K	﹤0.01%	1190
2020 Q4	$6K	Buy	+179	New	+$5.62K	﹤0.01%	1105

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

FourThought Financial's CFG Position: Q3 2022 in Review

FourThought Financial held its Citizens Financial Group (CFG) position steady in Q3 2022 at 57 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

FourThought Financial first reported a position in CFG in Q4 2020 and has held it in 8 quarters since. The position peaked at $96K in Q3 2021. 733 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

FourThought Financial held 57 shares of Citizens Financial Group worth $2K as of Q3 2022.
FourThought Financial left its Citizens Financial Group share count unchanged in Q3 2022.
Citizens Financial Group made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1308 holding.
FourThought Financial first reported a position in Citizens Financial Group in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Citizens Financial Group position peaked at $96K in Q3 2021.
733 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.