HAFS
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Hapanowicz & Associates Financial Services’s Citigroup C Stock Holding History

Hapanowicz & Associates Financial Services’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
Q1 		– Sell
-3,451
Closed -$213K – 32
2020
Q4 		$213K Buy
+3,451
New +$175K 0.11% 33

Other funds holding C

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hapanowicz & Associates Financial Services's C Position: Q1 2021 in Review

Hapanowicz & Associates Financial Services sold out of Citigroup (C) in Q1 2021, closing a stake of 3,451 shares — an estimated $213K sold.

Hapanowicz & Associates Financial Services first reported a position in C in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 1,718 funds tracked by Wall St. Rank hold C as of Q1 2021.

  • Hapanowicz & Associates Financial Services reported no remaining Citigroup position as of Q1 2021 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 3,451 Citigroup shares in Q1 2021, an estimated $213K.
  • Hapanowicz & Associates Financial Services first reported a position in Citigroup in Q4 2020 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's Citigroup position peaked at $213K in Q4 2020.
  • 1,718 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.