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Global Wealth Strategies & Associates’s Citigroup C Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-124
Closed -$8.8K – 384
2025
Q1 		$8.8K Buy
+124
New +$9.46K ﹤0.01% 279

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Wealth Strategies & Associates's C Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Citigroup (C) in Q2 2025, closing a stake of 124 shares — an estimated $8.8K sold.

Global Wealth Strategies & Associates first reported a position in C in Q1 2025 and held it in 1 quarter. The position peaked at $8.8K in Q1 2025. 2,061 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 124 Citigroup shares in Q2 2025, an estimated $8.8K.
  • Global Wealth Strategies & Associates first reported a position in Citigroup in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Citigroup position peaked at $8.8K in Q1 2025.
  • 2,061 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.