Guidance Point Advisors’s Citigroup C Stock Holding History

Guidance Point Advisors’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	-712	Closed	-$50K	–	129
2021 Q3	$50K	Buy	+712	New	+$49.8K	0.02%	152

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 $298B AUM 21.96% 1-Year Est. Return

Guidance Point Advisors's C Position: Q4 2021 in Review

Guidance Point Advisors sold out of Citigroup (C) in Q4 2021, closing a stake of 712 shares — an estimated $50K sold.

Guidance Point Advisors first reported a position in C in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

Guidance Point Advisors reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 712 Citigroup shares in Q4 2021, an estimated $50K.
Guidance Point Advisors first reported a position in Citigroup in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Citigroup position peaked at $50K in Q3 2021.
1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.