Householder Group Estate & Retirement Specialist’s Citigroup C Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$42K	Sell	606 -502	-45%	-$33.8K	0.03%	224
2024 Q3	$69K	Sell	1,108 -29	-3%	-$1.79K	0.02%	430
2024 Q2	$72K	Buy	1,137 +76	+7%	+$4.69K	0.02%	411
2024 Q1	$67.1K	Buy	1,061 +79	+8%	+$4.4K	0.02%	426
2023 Q4	$50K	Sell	982 -321	-25%	-$14.2K	0.02%	455
2023 Q3	$53.6K	Buy	+1,303	New	+$57.2K	0.02%	435
2023 Q1	$54K	Buy	+1,161	New	+$57K	0.02%	426
2022 Q4	–	Sell	-694	Closed	-$28K	–	432
2022 Q3	$28K	Buy	+694	New	+$34.3K	0.01%	503

Other funds holding C

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's C Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Citigroup (C) stake by 45% in Q4 2024, selling an estimated $33.8K and leaving 606 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #224.

Householder Group Estate & Retirement Specialist first reported a position in C in Q3 2022 and has held it in 8 quarters since. The position peaked at $72K in Q2 2024. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.

Householder Group Estate & Retirement Specialist held 606 shares of Citigroup worth $42K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 502 Citigroup shares in Q4 2024, an estimated $33.8K.
Citigroup made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #224 holding.
Householder Group Estate & Retirement Specialist first reported a position in Citigroup in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Citigroup position peaked at $72K in Q2 2024.
1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.