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Heck Capital Advisors’s Citigroup C Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-1,375
Closed -$96.8K – 316
2024
Q4 		$96.8K Buy
+1,375
New +$92.7K ﹤0.01% 300
2020
Q3 		– Sell
-6,050
Closed -$309K – 101
2020
Q2 		$309K Buy
6,050
+1,429
+31% +$67.8K 0.07% 77
2020
Q1 		$195K Sell
4,621
-144
-3% -$9.67K 0.06% 75
2019
Q4 		$381K Buy
4,765
+177
+4% +$13.1K 0.09% 62
2019
Q3 		$317K Buy
4,588
+178
+4% +$12.1K 0.1% 64
2019
Q2 		$309K Buy
4,410
+160
+4% +$10.7K 0.08% 65
2019
Q1 		$264K Buy
4,250
+159
+4% +$9.87K 0.08% 66
2018
Q4 		$213K Sell
4,091
-87
-2% -$5.51K 0.08% 67
2018
Q3 		$300K Sell
4,178
-246
-6% -$17.4K 0.1% 59
2018
Q2 		$296K Buy
4,424
+26
+0.6% +$1.79K 0.11% 53
2018
Q1 		$297K Sell
4,398
-12
-0.3% -$902 0.13% 47
2017
Q4 		$328K Buy
4,410
+1,119
+34% +$82.7K 0.16% 42
2017
Q3 		$239K Buy
3,291
+100
+3% +$6.83K 0.13% 47
2017
Q2 		$213K Sell
3,191
-239
-7% -$14.7K 0.12% 43
2017
Q1 		$205K Sell
3,430
-118
-3% -$6.98K 0.13% 40
2016
Q4 		$211K Buy
+3,548
New +$191K 0.15% 38

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heck Capital Advisors's C Position: Q1 2025 in Review

Heck Capital Advisors sold out of Citigroup (C) in Q1 2025, closing a stake of 1,375 shares — an estimated $96.8K sold.

Heck Capital Advisors first reported a position in C in Q4 2016 and held it in 16 quarters. The position peaked at $381K in Q4 2019. 2,028 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Heck Capital Advisors reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,375 Citigroup shares in Q1 2025, an estimated $96.8K.
  • Heck Capital Advisors first reported a position in Citigroup in Q4 2016 and held it in 16 quarters.
  • Heck Capital Advisors's Citigroup position peaked at $381K in Q4 2019.
  • 2,028 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.