Glassy Mountain Advisors’s Citigroup C Stock Holding History

Glassy Mountain 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
2023 Q1	–	Sell	-69	Closed	-$3.12K	–	47
2022 Q4	$3.12K	Buy	+69	New	+$3.13K	﹤0.01%	204

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glassy Mountain Advisors's C Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Citigroup (C) in Q1 2023, closing a stake of 69 shares — an estimated $3.12K sold.

Glassy Mountain Advisors first reported a position in C in Q4 2022 and held it in 1 quarter. The position peaked at $3.12K in Q4 2022. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

Glassy Mountain Advisors reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
Glassy Mountain Advisors sold 69 Citigroup shares in Q1 2023, an estimated $3.12K.
Glassy Mountain Advisors first reported a position in Citigroup in Q4 2022 and held it in 1 quarter.
Glassy Mountain Advisors's Citigroup position peaked at $3.12K in Q4 2022.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.