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Garrett Wealth Advisory Group’s Citigroup C Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-484
Closed -$33.4K – 136
2019
Q3 		$33.4K Buy
+484
New +$32.9K 0.02% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's C Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Citigroup (C) in Q4 2019, closing a stake of 484 shares — an estimated $33.4K sold.

Garrett Wealth Advisory Group first reported a position in C in Q3 2019 and held it in 1 quarter. The position peaked at $33.4K in Q3 2019. 1,749 funds tracked by Wall St. Rank hold C as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Citigroup position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 484 Citigroup shares in Q4 2019, an estimated $33.4K.
  • Garrett Wealth Advisory Group first reported a position in Citigroup in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Citigroup position peaked at $33.4K in Q3 2019.
  • 1,749 funds tracked by Wall St. Rank held Citigroup as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.