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

ICA Group 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
Q3 		– Sell
-64
Closed -$1.67K – 372
2023
Q2 		$1.67K Sell
64
-1,000
-94% -$27.6K ﹤0.01% 1146
2023
Q1 		$32.3K Hold
1,064
– – 0.01% 563
2022
Q4 		$41.9K Buy
+1,064
New +$41.5K 0.01% 554

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ICA Group Wealth Management's CFG Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2023, closing a stake of 64 shares — an estimated $1.67K sold.

ICA Group Wealth Management first reported a position in CFG in Q4 2022 and held it in 3 quarters. The position peaked at $41.9K in Q4 2022. 650 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Citizens Financial Group position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 64 Citizens Financial Group shares in Q3 2023, an estimated $1.67K.
  • ICA Group Wealth Management first reported a position in Citizens Financial Group in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Citizens Financial Group position peaked at $41.9K in Q4 2022.
  • 650 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.