GA
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Geller Advisors’s Citigroup C Stock Holding History

Geller 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
2022
Q3 		– Sell
-4,523
Closed -$208K – 134
2022
Q2 		$208K Hold
4,523
– – 0.04% 129
2022
Q1 		$242K Hold
4,523
– – 0.05% 133
2021
Q4 		$273K Sell
4,523
-42
-0.9% -$2.79K 0.05% 125
2021
Q3 		$320K Sell
4,565
-2,134
-32% -$149K 0.07% 98
2021
Q2 		$474K Sell
6,699
-296
-4% -$21.9K 0.1% 53
2021
Q1 		$509K Buy
6,995
+1,794
+34% +$120K 0.12% 49
2020
Q4 		$426K Hold
5,201
– – 0.11% 52
2020
Q3 		$224K Buy
+5,201
New +$259K 0.06% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geller Advisors's C Position: Q3 2022 in Review

Geller Advisors sold out of Citigroup (C) in Q3 2022, closing a stake of 4,523 shares — an estimated $208K sold.

Geller Advisors first reported a position in C in Q3 2020 and held it in 8 quarters. The position peaked at $509K in Q1 2021. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

  • Geller Advisors reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
  • Geller Advisors sold 4,523 Citigroup shares in Q3 2022, an estimated $208K.
  • Geller Advisors first reported a position in Citigroup in Q3 2020 and held it in 8 quarters.
  • Geller Advisors's Citigroup position peaked at $509K in Q1 2021.
  • 1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Geller Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.