Freedom Wealth Alliance’s Citigroup C Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-444	Closed	-$20.1K	–	120
2022 Q4	$20.1K	Buy	+444	New	+$20.2K	0.03%	209

Other funds holding C

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Freedom Wealth Alliance's C Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Citigroup (C) in Q1 2023, closing a stake of 444 shares — an estimated $20.1K sold.

Freedom Wealth Alliance first reported a position in C in Q4 2022 and held it in 1 quarter. The position peaked at $20.1K in Q4 2022. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

Freedom Wealth Alliance reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 444 Citigroup shares in Q1 2023, an estimated $20.1K.
Freedom Wealth Alliance first reported a position in Citigroup in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Citigroup position peaked at $20.1K in Q4 2022.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.