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Guardian Wealth Management (Illinois)’s Citigroup C Stock Holding History

Guardian Wealth Management (Illinois)’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
Q1 		– Hold
0
– – – 222
2024
Q2 		– Sell
-5
Closed -$308 – 237
2024
Q1 		$347 Hold
5
– – ﹤0.01% 233
2023
Q4 		$283 Buy
+5
New +$221 ﹤0.01% 243

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Guardian Wealth Management (Illinois)'s C Position: Q1 2025 in Review

Guardian Wealth Management (Illinois) held its Citigroup (C) position steady in Q1 2025 at 0 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Guardian Wealth Management (Illinois) first reported a position in C in Q4 2023 and has held it in 2 quarters since. The position peaked at $347 in Q1 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Guardian Wealth Management (Illinois) held 0 shares of Citigroup worth $35 as of Q1 2025.
  • Guardian Wealth Management (Illinois) left its Citigroup share count unchanged in Q1 2025.
  • Citigroup made up ﹤0.01% of Guardian Wealth Management (Illinois)'s portfolio in Q1 2025, its #222 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Citigroup in Q4 2023 and has held it in 2 quarters since.
  • Guardian Wealth Management (Illinois)'s Citigroup position peaked at $347 in Q1 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2025, filed 6 May 2025.