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Hohimer Wealth Management’s Citizens Financial Group CFG Stock Holding History

Hohimer Wealth Management’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
2023
Q1 		– Sell
-27,651
Closed -$1.09M – 196
2022
Q4 		$1.09M Sell
27,651
-68,817
-71% -$2.69M 0.35% 62
2022
Q3 		$3.31M Buy
96,468
+946
+1% +$35K 1.06% 30
2022
Q2 		$3.41M Buy
95,522
+12,381
+15% +$489K 1.01% 33
2022
Q1 		$3.77M Buy
+83,141
New +$4.27M 0.74% 42

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Hohimer Wealth Management's CFG Position: Q1 2023 in Review

Hohimer Wealth Management sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 27,651 shares — an estimated $1.09M sold.

Hohimer Wealth Management first reported a position in CFG in Q1 2022 and held it in 4 quarters. The position peaked at $3.77M in Q1 2022. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Hohimer Wealth Management reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Hohimer Wealth Management sold 27,651 Citizens Financial Group shares in Q1 2023, an estimated $1.09M.
  • Hohimer Wealth Management first reported a position in Citizens Financial Group in Q1 2022 and held it in 4 quarters.
  • Hohimer Wealth Management's Citizens Financial Group position peaked at $3.77M in Q1 2022.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Hohimer Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.