FIM
C icon

FWL Investment Management’s Citigroup C Stock Holding History

FWL Investment Management’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
2025
Q1 		– Sell
-65
Closed -$4.58K – 297
2024
Q4 		$4.58K Hold
65
– – ﹤0.01% 271
2024
Q3 		$4.07K Sell
65
-70
-52% -$4.33K ﹤0.01% 264
2024
Q2 		$8.57K Buy
135
+65
+93% +$4.01K ﹤0.01% 196
2024
Q1 		$4.43K Buy
+70
New +$3.9K ﹤0.01% 196

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FWL Investment Management's C Position: Q1 2025 in Review

FWL Investment Management sold out of Citigroup (C) in Q1 2025, closing a stake of 65 shares — an estimated $4.58K sold.

FWL Investment Management first reported a position in C in Q1 2024 and held it in 4 quarters. The position peaked at $8.57K in Q2 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • FWL Investment Management reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 65 Citigroup shares in Q1 2025, an estimated $4.58K.
  • FWL Investment Management first reported a position in Citigroup in Q1 2024 and held it in 4 quarters.
  • FWL Investment Management's Citigroup position peaked at $8.57K in Q2 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.