Graves Light Lenhart Wealth’s Citigroup C Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-959	Closed	-$44K	–	227
2022 Q2	$44K	Sell	959 -66	-6%	-$3.3K	0.01%	317
2022 Q1	$55K	Sell	1,025 -14	-1%	-$865	0.01%	345
2021 Q4	$63K	Buy	1,039 +165	+19%	+$11K	0.01%	369
2021 Q3	$61K	Buy	874 +2	+0.2%	+$140	0.01%	345
2021 Q2	$62K	Hold	872	–	–	0.01%	351
2021 Q1	$63K	Buy	872 +39	+5%	+$2.6K	0.01%	347
2020 Q4	$51K	Buy	+833	New	+$42.3K	0.01%	365

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Graves Light Lenhart Wealth's C Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Citigroup (C) in Q3 2022, closing a stake of 959 shares — an estimated $44K sold.

Graves Light Lenhart Wealth first reported a position in C in Q4 2020 and held it in 7 quarters. The position peaked at $63K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 959 Citigroup shares in Q3 2022, an estimated $44K.
Graves Light Lenhart Wealth first reported a position in Citigroup in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Citigroup position peaked at $63K in Q4 2021.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.