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Industrial Alliance Investment Management’s Citigroup C Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-4,682
Closed -$220K – 214
2023
Q1 		$220K Buy
+4,682
New +$230K 0.01% 441
2022
Q1 		– Sell
-5,305
Closed -$320K – 421
2021
Q4 		$320K Buy
+5,305
New +$353K 0.01% 324

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Industrial Alliance Investment Management's C Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Citigroup (C) in Q2 2023, closing a stake of 4,682 shares — an estimated $220K sold.

Industrial Alliance Investment Management first reported a position in C in Q4 2021 and held it in 2 quarters. The position peaked at $320K in Q4 2021. 1,611 funds tracked by Wall St. Rank hold C as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 4,682 Citigroup shares in Q2 2023, an estimated $220K.
  • Industrial Alliance Investment Management first reported a position in Citigroup in Q4 2021 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Citigroup position peaked at $320K in Q4 2021.
  • 1,611 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.