IDA
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Intelligence Driven Advisers’s Citigroup C Stock Holding History

Intelligence Driven Advisers’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
2026
Q1 		$364K Sell
3,213
-2,340
-42% -$266K 0.06% 83
2025
Q4 		$648K Sell
5,553
-120
-2% -$12.5K 0.09% 64
2025
Q3 		$576K Buy
5,673
+1
+0% +$95 0.08% 65
2025
Q2 		$483K Buy
5,672
+1,865
+49% +$135K 0.07% 66
2025
Q1 		$270K Sell
3,807
-973
-20% -$74.2K 0.05% 75
2024
Q4 		$336K Sell
4,780
-775
-14% -$52.2K 0.06% 69
2024
Q3 		$348K Sell
5,555
-280
-5% -$17.3K 0.05% 77
2024
Q2 		$370K Sell
5,835
-95
-2% -$5.86K 0.05% 74
2024
Q1 		$375K Sell
5,930
-67
-1% -$3.73K 0.06% 61
2023
Q4 		$337K Buy
+5,997
New +$265K 0.05% 63

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return