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Householder Group Estate & Retirement Specialist’s Citizens Financial Group CFG Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-97
Closed -$3K – 444
2022
Q3 		$3K Buy
+97
New +$3.59K ﹤0.01% 916

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

Householder Group Estate & Retirement Specialist's CFG Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 97 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in CFG in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 772 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 97 Citizens Financial Group shares in Q4 2022, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Citizens Financial Group in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Citizens Financial Group position peaked at $3K in Q3 2022.
  • 772 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.