IAIM
CFG icon

Industrial Alliance Investment Management’s Citizens Financial Group CFG Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-9,363
Closed -$284K – 225
2023
Q1 		$284K Buy
+9,363
New +$367K 0.01% 411

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Industrial Alliance Investment Management sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 9,363 shares — an estimated $284K sold.

Industrial Alliance Investment Management first reported a position in CFG in Q1 2023 and held it in 1 quarter. The position peaked at $284K in Q1 2023. 691 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 9,363 Citizens Financial Group shares in Q2 2023, an estimated $284K.
  • Industrial Alliance Investment Management first reported a position in Citizens Financial Group in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Citizens Financial Group position peaked at $284K in Q1 2023.
  • 691 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

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