Ironwood Financial’s Citigroup C Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-1,327	Closed	-$93K	–	174
2021 Q3	$93K	Hold	1,327	–	–	0.03%	146
2021 Q2	$94K	Hold	1,327	–	–	0.03%	143
2021 Q1	$97K	Hold	1,327	–	–	0.03%	130
2020 Q4	$82K	Hold	1,327	–	–	0.03%	135
2020 Q3	$57K	Hold	1,327	–	–	0.03%	111
2020 Q2	$68K	Hold	1,327	–	–	0.04%	94
2020 Q1	$56K	Sell	1,327 -157	-11%	-$10.5K	0.04%	78
2019 Q4	$119K	Sell	1,484 -40	-3%	-$2.96K	0.05%	68
2019 Q3	$105K	Hold	1,524	–	–	0.05%	73
2019 Q2	$107K	Hold	1,524	–	–	0.05%	71
2019 Q1	$95K	Buy	1,524 +390	+34%	+$24.2K	0.05%	77
2018 Q4	$59K	Buy	1,134 +559	+97%	+$35.4K	0.03%	91
2018 Q3	$41K	Buy	575 +175	+44%	+$12.4K	0.02%	127
2018 Q2	$27K	Hold	400	–	–	0.02%	133
2018 Q1	$27K	Hold	400	–	–	0.03%	110
2017 Q4	$30K	Hold	400	–	–	0.02%	113
2017 Q3	$29K	Hold	400	–	–	0.02%	118
2017 Q2	$27K	Hold	400	–	–	0.02%	114
2017 Q1	$24K	Hold	400	–	–	0.02%	118
2016 Q4	$24K	Hold	400	–	–	0.02%	119
2016 Q3	$19K	Hold	400	–	–	0.01%	135
2016 Q2	$17K	Hold	400	–	–	0.01%	140
2016 Q1	$17K	Buy	+400	New	+$16.7K	0.01%	141
2015 Q3	$20K	Sell	400 -475	-54%	-$25.9K	0.01%	170
2015 Q2	$48K	Buy	875 +475	+119%	+$25.8K	0.02%	116
2015 Q1	$21K	Sell	400 -22	-5%	-$1.12K	0.01%	155
2014 Q4	$23K	Buy	+422	New	+$22.4K	0.01%	128

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ironwood Financial's C Position: Q4 2021 in Review

Ironwood Financial sold out of Citigroup (C) in Q4 2021, closing a stake of 1,327 shares — an estimated $93K sold.

Ironwood Financial first reported a position in C in Q4 2014 and held it in 27 quarters. The position peaked at $119K in Q4 2019. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Ironwood Financial reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,327 Citigroup shares in Q4 2021, an estimated $93K.
Ironwood Financial first reported a position in Citigroup in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Citigroup position peaked at $119K in Q4 2019.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.