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Heritage Wealth Management (Arizona)’s Citizens Financial Group CFG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$25.4K Buy
646
+323
+100% +$12.6K ﹤0.01% 622
2022
Q3 		$11K Hold
323
– – ﹤0.01% 630
2022
Q2 		$11.5K Hold
323
– – ﹤0.01% 644
2022
Q1 		$15K Buy
+323
New +$16.6K ﹤0.01% 645
2021
Q3 		$15K Hold
323
– – 0.01% 596
2021
Q2 		$15K Buy
+323
New +$15.2K 0.01% 597

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CFG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Citizens Financial Group (CFG) stake by 100% in Q4 2022, buying an estimated $12.6K and bringing the position to 646 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Heritage Wealth Management (Arizona) first reported a position in CFG in Q2 2021 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 646 shares of Citizens Financial Group worth $25.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 323 Citizens Financial Group shares in Q4 2022, an estimated $12.6K.
  • Citizens Financial Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #622 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Citizens Financial Group in Q2 2021 and has held it in 6 quarters since.
  • 771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.