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FSB Premier Wealth Management’s Citizens Financial Group CFG Stock Holding History

FSB Premier Wealth Management’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
Q1 		– Sell
-425
Closed -$20K – 194
2021
Q4 		$20K Buy
+425
New +$20.5K 0.01% 343

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSB Premier Wealth Management's CFG Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2022, closing a stake of 425 shares — an estimated $20K sold.

FSB Premier Wealth Management first reported a position in CFG in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 759 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Citizens Financial Group position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 425 Citizens Financial Group shares in Q1 2022, an estimated $20K.
  • FSB Premier Wealth Management first reported a position in Citizens Financial Group in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Citizens Financial Group position peaked at $20K in Q4 2021.
  • 759 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.