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Gould Asset Management’s Citigroup C Stock Holding History

Gould Asset 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
2021
Q3 		– Sell
-3,299
Closed -$233K – 138
2021
Q2 		$233K Buy
+3,299
New +$244K 0.07% 133
2019
Q4 		– Sell
-3,599
Closed -$249K – 148
2019
Q3 		$249K Buy
+3,599
New +$245K 0.09% 117

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Gould Asset Management's C Position: Q3 2021 in Review

Gould Asset Management sold out of Citigroup (C) in Q3 2021, closing a stake of 3,299 shares — an estimated $233K sold.

Gould Asset Management first reported a position in C in Q3 2019 and held it in 2 quarters. The position peaked at $249K in Q3 2019. 1,727 funds tracked by Wall St. Rank hold C as of Q3 2021.

  • Gould Asset Management reported no remaining Citigroup position as of Q3 2021 after selling out during the quarter.
  • Gould Asset Management sold 3,299 Citigroup shares in Q3 2021, an estimated $233K.
  • Gould Asset Management first reported a position in Citigroup in Q3 2019 and held it in 2 quarters.
  • Gould Asset Management's Citigroup position peaked at $249K in Q3 2019.
  • 1,727 funds tracked by Wall St. Rank held Citigroup as of Q3 2021.

Based on Gould Asset Management's 13F filing for Q3 2021, filed 9 Nov 2021.