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Game Plan Financial Advisors’s Citigroup C Stock Holding History

Game Plan 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
2024
Q3 		– Sell
-1,000
Closed -$63.5K – 390
2024
Q2 		$63.5K Buy
+1,000
New +$61.7K 0.03% 143
2022
Q1 		– Sell
-10,850
Closed -$655K – 109
2021
Q4 		$655K Sell
10,850
-1,300
-11% -$86.4K 0.35% 62
2021
Q3 		$853K Buy
12,150
+450
+4% +$31.5K 0.51% 58
2021
Q2 		$828K Buy
11,700
+1,175
+11% +$86.9K 0.49% 55
2021
Q1 		$769K Buy
+10,525
New +$703K 0.5% 55

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Game Plan Financial Advisors's C Position: Q3 2024 in Review

Game Plan Financial Advisors sold out of Citigroup (C) in Q3 2024, closing a stake of 1,000 shares — an estimated $63.5K sold.

Game Plan Financial Advisors first reported a position in C in Q1 2021 and held it in 5 quarters. The position peaked at $853K in Q3 2021. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Game Plan Financial Advisors reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • Game Plan Financial Advisors sold 1,000 Citigroup shares in Q3 2024, an estimated $63.5K.
  • Game Plan Financial Advisors first reported a position in Citigroup in Q1 2021 and held it in 5 quarters.
  • Game Plan Financial Advisors's Citigroup position peaked at $853K in Q3 2021.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Game Plan Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.