IFAM
C icon

Institutional & Family Asset Management’s Citigroup C Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$3.17K Hold
50
– – ﹤0.01% 547
2024
Q1 		$3.16K Hold
50
– – ﹤0.01% 541
2023
Q4 		$2.57K Hold
50
– – ﹤0.01% 546
2023
Q3 		$2.06K Hold
50
– – ﹤0.01% 547
2023
Q2 		$2.3K Hold
50
– – ﹤0.01% 558
2023
Q1 		$2.35K Hold
50
– – ﹤0.01% 553
2022
Q4 		$2.26K Hold
50
– – ﹤0.01% 550
2022
Q3 		$2K Hold
50
– – ﹤0.01% 578
2022
Q2 		$2K Hold
50
– – ﹤0.01% 586
2022
Q1 		$3K Sell
50
-250
-83% -$15.4K ﹤0.01% 604
2021
Q4 		$18K Sell
300
-1
-0.3% -$66 ﹤0.01% 380
2021
Q3 		$21K Sell
301
-990
-77% -$69.2K ﹤0.01% 445
2021
Q2 		$91K Sell
1,291
-656
-34% -$48.5K 0.02% 256
2021
Q1 		$142K Buy
1,947
+244
+14% +$16.3K 0.03% 226
2020
Q4 		$105K Buy
1,703
+88
+5% +$4.47K 0.02% 241
2020
Q3 		$70K Sell
1,615
-109
-6% -$5.43K 0.02% 253
2020
Q2 		$88K Sell
1,724
-161
-9% -$7.64K 0.02% 252
2020
Q1 		$79K Buy
1,885
+198
+12% +$13.3K 0.02% 233
2019
Q4 		$135K Sell
1,687
-62
-4% -$4.58K 0.03% 203
2019
Q3 		$121K Sell
1,749
-277
-14% -$18.8K 0.03% 199
2019
Q2 		$142K Buy
2,026
+156
+8% +$10.4K 0.03% 190
2019
Q1 		$116K Buy
1,870
+272
+17% +$16.9K 0.02% 224
2018
Q4 		$83K Sell
1,598
-440
-22% -$27.9K 0.02% 254
2018
Q3 		$146K Buy
2,038
+1,158
+132% +$81.9K 0.03% 223
2018
Q2 		$59K Sell
880
-49
-5% -$3.37K 0.01% 334
2018
Q1 		$63K Buy
+929
New +$69.8K 0.01% 304

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's C Position: Q2 2024 in Review

Institutional & Family Asset Management held its Citigroup (C) position steady in Q2 2024 at 50 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Institutional & Family Asset Management first reported a position in C in Q1 2018 and has held it in 26 quarters since. The position peaked at $146K in Q3 2018. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

  • Institutional & Family Asset Management held 50 shares of Citigroup worth $3.17K as of Q2 2024.
  • Institutional & Family Asset Management left its Citigroup share count unchanged in Q2 2024.
  • Citigroup made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #547 holding.
  • Institutional & Family Asset Management first reported a position in Citigroup in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Citigroup position peaked at $146K in Q3 2018.
  • 1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.