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Insight Wealth Strategies’s Citigroup C Stock Holding History

Insight Wealth Strategies’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
2022
Q1 		– Sell
-13,200
Closed -$797K – 157
2021
Q4 		$797K Buy
13,200
+2,535
+24% +$169K 0.11% 114
2021
Q3 		$748K Buy
10,665
+819
+8% +$57.2K 0.11% 126
2021
Q2 		$697K Sell
9,846
-371
-4% -$27.4K 0.1% 126
2021
Q1 		$743K Buy
10,217
+5,313
+108% +$355K 0.1% 125
2020
Q4 		$302K Buy
+4,904
New +$249K 0.05% 167
2020
Q1 		– Sell
-5,124
Closed -$409K – 159
2019
Q4 		$409K Buy
+5,124
New +$379K 0.09% 149

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Insight Wealth Strategies's C Position: Q1 2022 in Review

Insight Wealth Strategies sold out of Citigroup (C) in Q1 2022, closing a stake of 13,200 shares — an estimated $797K sold.

Insight Wealth Strategies first reported a position in C in Q4 2019 and held it in 6 quarters. The position peaked at $797K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • Insight Wealth Strategies reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,200 Citigroup shares in Q1 2022, an estimated $797K.
  • Insight Wealth Strategies first reported a position in Citigroup in Q4 2019 and held it in 6 quarters.
  • Insight Wealth Strategies's Citigroup position peaked at $797K in Q4 2021.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Insight Wealth Strategies's 13F filing for Q1 2022, filed 12 Apr 2022.