GA
C icon

Gateway Advisory’s Citigroup C Stock Holding History

Gateway Advisory’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 		$351K Buy
5,605
+105
+2% +$6.49K 0.06% 111
2024
Q2 		$349K Buy
5,500
+68
+1% +$4.19K 0.06% 110
2024
Q1 		$344K Buy
+5,432
New +$302K 0.06% 102

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

Gateway Advisory's C Position: Q3 2024 in Review

Gateway Advisory increased its Citigroup (C) stake by 1.9% in Q3 2024, buying an estimated $6.49K and bringing the position to 5,605 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #111.

Gateway Advisory first reported a position in C in Q1 2024 and has held it in 3 quarters since. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Gateway Advisory held 5,605 shares of Citigroup worth $351K as of Q3 2024.
  • Gateway Advisory bought 105 Citigroup shares in Q3 2024, an estimated $6.49K.
  • Citigroup made up 0.06% of Gateway Advisory's portfolio in Q3 2024, its #111 holding.
  • Gateway Advisory first reported a position in Citigroup in Q1 2024 and has held it in 3 quarters since.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.