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Gitterman Wealth Management’s Citigroup C Stock Holding History

Gitterman Wealth 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
Q3 		– Sell
-850
Closed -$72.4K – 159
2025
Q2 		$72.4K Sell
850
-2,019
-70% -$146K 0.02% 266
2025
Q1 		$204K Buy
+2,869
New +$219K 0.05% 120
2022
Q2 		– Sell
-4,303
Closed -$230K – 76
2022
Q1 		$230K Sell
4,303
-2,442
-36% -$151K 0.19% 75
2021
Q4 		$407K Buy
6,745
+3,183
+89% +$212K 0.3% 40
2021
Q3 		$250K Hold
3,562
– – 0.2% 52
2021
Q2 		$252K Sell
3,562
-931
-21% -$68.9K 0.2% 47
2021
Q1 		$327K Buy
+4,493
New +$300K 0.21% 39

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gitterman Wealth Management's C Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Citigroup (C) in Q3 2025, closing a stake of 850 shares — an estimated $72.4K sold.

Gitterman Wealth Management first reported a position in C in Q1 2021 and held it in 7 quarters. The position peaked at $407K in Q4 2021. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 850 Citigroup shares in Q3 2025, an estimated $72.4K.
  • Gitterman Wealth Management first reported a position in Citigroup in Q1 2021 and held it in 7 quarters.
  • Gitterman Wealth Management's Citigroup position peaked at $407K in Q4 2021.
  • 2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.