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Freedman Financial Associates’s Citigroup C Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-246
Closed -$13K – 58
2022
Q1 		$13K Hold
246
– – 0.01% 329
2021
Q4 		$15K Hold
246
– – 0.01% 309
2021
Q3 		$17K Hold
246
– – 0.01% 305
2021
Q2 		$17K Buy
246
+2
+0.8% +$148 0.01% 303
2021
Q1 		$18K Hold
244
– – 0.01% 299
2020
Q4 		$15K Buy
+244
New +$12.4K 0.01% 323

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedman Financial Associates's C Position: Q2 2022 in Review

Freedman Financial Associates sold out of Citigroup (C) in Q2 2022, closing a stake of 246 shares — an estimated $13K sold.

Freedman Financial Associates first reported a position in C in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

  • Freedman Financial Associates reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 246 Citigroup shares in Q2 2022, an estimated $13K.
  • Freedman Financial Associates first reported a position in Citigroup in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Citigroup position peaked at $18K in Q1 2021.
  • 1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.