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Guidance Point Advisors’s Citizens Financial Group CFG Stock Holding History

Guidance Point Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-225
Closed -$10K – 139
2021
Q3 		$10K Buy
+225
New +$9.88K ﹤0.01% 248

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Guidance Point Advisors sold out of Citizens Financial Group (CFG) in Q4 2021, closing a stake of 225 shares — an estimated $10K sold.

Guidance Point Advisors first reported a position in CFG in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

  • Guidance Point Advisors reported no remaining Citizens Financial Group position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 225 Citizens Financial Group shares in Q4 2021, an estimated $10K.
  • Guidance Point Advisors first reported a position in Citizens Financial Group in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Citizens Financial Group position peaked at $10K in Q3 2021.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

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