Global Wealth Management Investment Advisory’s Citizens Financial Group CFG Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$7K	–	198
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	312
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	322
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	313
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	324
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	301
2021 Q1	$9K	Hold	200	–	–	﹤0.01%	316
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	308
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	327
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	420
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	428
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	371
2019 Q3	$7K	Buy	+200	New	+$6.98K	﹤0.01%	364
2019 Q2	–	Sell	-22	Closed	-$1K	–	698
2019 Q1	$1K	Sell	22 -190	-90%	-$6.58K	﹤0.01%	600
2018 Q4	$6K	Buy	+212	New	+$7.43K	﹤0.01%	460

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's CFG Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Citizens Financial Group (CFG) in Q3 2022, closing a stake of 200 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in CFG in Q4 2018 and held it in 14 quarters. The position peaked at $9K in Q1 2022. 733 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Citizens Financial Group position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 200 Citizens Financial Group shares in Q3 2022, an estimated $7K.
Global Wealth Management Investment Advisory first reported a position in Citizens Financial Group in Q4 2018 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Citizens Financial Group position peaked at $9K in Q1 2022.
733 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.