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Independent Solutions Wealth Management’s Citigroup C Stock Holding History

Independent Solutions Wealth Management’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
2023
Q4 		– Sell
-6,663
Closed -$274K – 172
2023
Q3 		$274K Buy
+6,663
New +$292K 0.07% 167
2021
Q4 		– Sell
-4,442
Closed -$312K – 232
2021
Q3 		$312K Buy
4,442
+41
+0.9% +$2.87K 0.08% 174
2021
Q2 		$311K Buy
+4,401
New +$326K 0.08% 179

Other funds holding C

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Solutions Wealth Management's C Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Citigroup (C) in Q4 2023, closing a stake of 6,663 shares — an estimated $274K sold.

Independent Solutions Wealth Management first reported a position in C in Q2 2021 and held it in 3 quarters. The position peaked at $312K in Q3 2021. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 6,663 Citigroup shares in Q4 2023, an estimated $274K.
  • Independent Solutions Wealth Management first reported a position in Citigroup in Q2 2021 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Citigroup position peaked at $312K in Q3 2021.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.