FFA
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Frazier Financial Advisors’s Citigroup C Stock Holding History

Frazier 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
2026
Q1 		$62.7K Buy
553
+430
+350% +$49K 0.03% 160
2025
Q4 		$14.3K Hold
123
– – 0.01% 311
2025
Q3 		$12.5K Hold
123
– – 0.01% 324
2025
Q2 		$10.5K Hold
123
– – 0.01% 347
2025
Q1 		$8.72K Sell
123
-2
-2% -$153 0.01% 362
2024
Q4 		$8.8K Sell
125
-102
-45% -$6.88K 0.01% 366
2024
Q3 		$14.2K Sell
227
-443
-66% -$27.4K 0.01% 305
2024
Q2 		$42.5K Buy
670
+148
+28% +$9.13K 0.03% 169
2024
Q1 		$33K Sell
522
-48
-8% -$2.67K 0.03% 190
2023
Q4 		$29.3K Buy
+570
New +$25.2K 0.03% 185

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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