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IndexIQ Advisors’s Citizens Financial Group CFG Stock Holding History

IndexIQ Advisors’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
Q1 		$325K Buy
7,162
+52
+0.7% +$2.67K 0.01% 963
2021
Q4 		$336K Sell
7,110
-250
-3% -$12K 0.01% 892
2021
Q3 		$346K Buy
7,360
+374
+5% +$16.4K 0.01% 926
2021
Q2 		$320K Buy
6,986
+171
+3% +$8.07K 0.01% 957
2021
Q1 		$301K Buy
6,815
+861
+14% +$35.8K 0.01% 951
2020
Q4 		$213K Buy
+5,954
New +$187K 0.01% 891
2020
Q1 		– Sell
-128,575
Closed -$5.22M – 1064
2019
Q4 		$5.22M Buy
128,575
+27,834
+28% +$1.04M 0.19% 87
2019
Q3 		$3.56M Sell
100,741
-34,462
-25% -$1.2M 0.13% 121
2019
Q2 		$4.78M Sell
135,203
-1,926
-1% -$67.1K 0.15% 104
2019
Q1 		$4.46M Sell
137,129
-29,849
-18% -$1.03M 0.13% 129
2018
Q4 		$4.96M Buy
166,978
+60,730
+57% +$2.13M 0.14% 134
2018
Q3 		$4.1M Sell
106,248
-50,122
-32% -$2.02M 0.13% 141
2018
Q2 		$6.08M Buy
156,370
+51,991
+50% +$2.17M 0.19% 122
2018
Q1 		$4.38M Buy
+104,379
New +$4.69M 0.14% 127

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

IndexIQ Advisors's CFG Position: Q1 2022 in Review

IndexIQ Advisors increased its Citizens Financial Group (CFG) stake by 0.73% in Q1 2022, buying an estimated $2.67K and bringing the position to 7,162 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #963.

IndexIQ Advisors first reported a position in CFG in Q1 2018 and has held it in 14 quarters since. The position peaked at $6.08M in Q2 2018. 759 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

  • IndexIQ Advisors held 7,162 shares of Citizens Financial Group worth $325K as of Q1 2022.
  • IndexIQ Advisors bought 52 Citizens Financial Group shares in Q1 2022, an estimated $2.67K.
  • Citizens Financial Group made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #963 holding.
  • IndexIQ Advisors first reported a position in Citizens Financial Group in Q1 2018 and has held it in 14 quarters since.
  • IndexIQ Advisors's Citizens Financial Group position peaked at $6.08M in Q2 2018.
  • 759 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.