Greystone Financial Group’s Citigroup C Stock Holding History

Greystone Financial Group’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 Q4	–	Sell	-80,691	Closed	-$5.66M	–	85
2021 Q3	$5.66M	Buy	+80,691	New	+$5.64M	1.68%	18

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Greystone Financial Group's C Position: Q4 2021 in Review

Greystone Financial Group sold out of Citigroup (C) in Q4 2021, closing a stake of 80,691 shares — an estimated $5.66M sold.

Greystone Financial Group first reported a position in C in Q3 2021 and held it in 1 quarter. The position peaked at $5.66M in Q3 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

Greystone Financial Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Greystone Financial Group sold 80,691 Citigroup shares in Q4 2021, an estimated $5.66M.
Greystone Financial Group first reported a position in Citigroup in Q3 2021 and held it in 1 quarter.
Greystone Financial Group's Citigroup position peaked at $5.66M in Q3 2021.
1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Greystone Financial Group's 13F filing for Q4 2021, filed 1 Feb 2022.