HWG Holdings’s Citigroup C Stock Holding History

HWG Holdings’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 Q3	–	Sell	-7	Closed	-$460	–	60
2024 Q2	$460	Buy	+7	New	+$432	﹤0.01%	119
2018 Q1	–	Sell	-830	Closed	-$62K	–	88
2017 Q4	$62K	Sell	830 -31	-4%	-$2.29K	0.05%	62
2017 Q3	$63K	Buy	861 +795	+1,205%	+$54.3K	0.05%	52
2017 Q2	$4K	Buy	+66	New	+$4.05K	﹤0.01%	82

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

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

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

HWG Holdings's C Position: Q3 2024 in Review

HWG Holdings sold out of Citigroup (C) in Q3 2024, closing a stake of 7 shares — an estimated $460 sold.

HWG Holdings first reported a position in C in Q2 2017 and held it in 4 quarters. The position peaked at $63K in Q3 2017. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

HWG Holdings reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 7 Citigroup shares in Q3 2024, an estimated $460.
HWG Holdings first reported a position in Citigroup in Q2 2017 and held it in 4 quarters.
HWG Holdings's Citigroup position peaked at $63K in Q3 2017.
1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.