HYA Advisors’s Citigroup C Stock Holding History

HYA Advisors’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
2022 Q2	$328K	Sell	7,134 -453	-6%	-$22.7K	0.13%	107
2022 Q1	$405K	Buy	7,587 +39	+0.5%	+$2.41K	0.14%	100
2021 Q4	$456K	Buy	7,548 +793	+12%	+$52.7K	0.16%	91
2021 Q3	$484K	Sell	6,755 -13	-0.2%	-$909	0.2%	88
2021 Q2	$479K	Sell	6,768 -81	-1%	-$5.99K	0.2%	84
2021 Q1	$498K	Buy	6,849 +30	+0.4%	+$2K	0.24%	75
2020 Q4	$420K	Buy	6,819 +73	+1%	+$3.71K	0.22%	80
2020 Q3	$291K	Buy	6,746 +2,330	+53%	+$116K	0.18%	96
2020 Q2	$226K	Buy	+4,416	New	+$210K	0.15%	105
2020 Q1	–	Sell	-3,468	Closed	-$277K	–	103
2019 Q4	$277K	Buy	+3,468	New	+$256K	0.18%	90

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HYA Advisors's C Position: Q2 2022 in Review

HYA Advisors reduced its Citigroup (C) stake by 6% in Q2 2022, selling an estimated $22.7K and leaving 7,134 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #107.

HYA Advisors first reported a position in C in Q4 2019 and has held it in 10 quarters since. The position peaked at $498K in Q1 2021. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

HYA Advisors held 7,134 shares of Citigroup worth $328K as of Q2 2022.
HYA Advisors sold 453 Citigroup shares in Q2 2022, an estimated $22.7K.
Citigroup made up 0.13% of HYA Advisors's portfolio in Q2 2022, its #107 holding.
HYA Advisors first reported a position in Citigroup in Q4 2019 and has held it in 10 quarters since.
HYA Advisors's Citigroup position peaked at $498K in Q1 2021.
1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.