Heritage Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Heritage Wealth 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
2025 Q1	–	Sell	-109	Closed	-$4.77K	–	589
2024 Q4	$4.77K	Buy	109 +19	+21%	+$840	﹤0.01%	494
2024 Q3	$3.7K	Buy	+90	New	+$3.64K	﹤0.01%	510
2023 Q3	–	Sell	-287	Closed	-$7.49K	–	532
2023 Q2	$7.49K	Hold	287	–	–	﹤0.01%	447
2023 Q1	$8.72K	Hold	287	–	–	﹤0.01%	452
2022 Q4	$11.3K	Hold	287	–	–	﹤0.01%	445
2022 Q3	$9.86K	Hold	287	–	–	﹤0.01%	422
2022 Q2	$10K	Hold	287	–	–	﹤0.01%	462
2022 Q1	$13K	Hold	287	–	–	﹤0.01%	420
2021 Q4	$14K	Hold	287	–	–	﹤0.01%	427
2021 Q3	$13.5K	Hold	287	–	–	﹤0.01%	425
2021 Q2	$13.2K	Hold	287	–	–	﹤0.01%	438
2021 Q1	$12.7K	Hold	287	–	–	﹤0.01%	454
2020 Q4	$10K	Hold	287	–	–	﹤0.01%	452
2020 Q3	$7.25K	Hold	287	–	–	﹤0.01%	408
2020 Q2	$7.24K	Hold	287	–	–	﹤0.01%	392
2020 Q1	$5.4K	Sell	287 -1,056	-79%	-$34.5K	﹤0.01%	397
2019 Q4	$54.5K	Sell	1,343 -212	-14%	-$7.93K	0.01%	296
2019 Q3	$55K	Hold	1,555	–	–	0.01%	265
2019 Q2	$55K	Hold	1,555	–	–	0.01%	243
2019 Q1	$50.5K	Hold	1,555	–	–	0.01%	229
2018 Q4	$46K	Hold	1,555	–	–	0.01%	200
2018 Q3	$59K	Buy	+1,555	New	+$62.7K	0.01%	184

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Heritage Wealth Advisors's CFG Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 109 shares — an estimated $4.77K sold.

Heritage Wealth Advisors first reported a position in CFG in Q3 2018 and held it in 22 quarters. The position peaked at $59K in Q3 2018. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

Heritage Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 109 Citizens Financial Group shares in Q1 2025, an estimated $4.77K.
Heritage Wealth Advisors first reported a position in Citizens Financial Group in Q3 2018 and held it in 22 quarters.
Heritage Wealth Advisors's Citizens Financial Group position peaked at $59K in Q3 2018.
829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.