Hardy Reed’s Citizens Financial Group CFG Stock Holding History

Hardy Reed’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
2024 Q3	–	Sell	-5,607	Closed	-$202K	–	244
2024 Q2	$202K	Buy	+5,607	New	+$196K	0.02%	225

Other funds holding CFG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hardy Reed's CFG Position: Q3 2024 in Review

Hardy Reed sold out of Citizens Financial Group (CFG) in Q3 2024, closing a stake of 5,607 shares — an estimated $202K sold.

Hardy Reed first reported a position in CFG in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 795 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

Hardy Reed reported no remaining Citizens Financial Group position as of Q3 2024 after selling out during the quarter.
Hardy Reed sold 5,607 Citizens Financial Group shares in Q3 2024, an estimated $202K.
Hardy Reed first reported a position in Citizens Financial Group in Q2 2024 and held it in 1 quarter.
Hardy Reed's Citizens Financial Group position peaked at $202K in Q2 2024.
795 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

Based on Hardy Reed's 13F filing for Q3 2024, filed 13 Nov 2024.