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J. Safra Asset Management’s Citigroup C Stock Holding History

J. Safra 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
2026
Q1 		$20.4K Hold
180
– – ﹤0.01% 306
2025
Q4 		$21K Buy
+180
New +$18.7K ﹤0.01% 323
2022
Q2 		– Sell
-185
Closed -$3K – 43
2022
Q1 		$3K Buy
+185
New +$11.4K 0.06% 22
2016
Q4 		– Sell
-570
Closed -$27K – 44
2016
Q3 		$27K Hold
570
– – 0.05% 118
2016
Q2 		$24K Sell
570
-4,671
-89% -$207K 0.04% 188
2016
Q1 		$219K Sell
5,241
-1,517
-22% -$63.4K 0.18% 94
2015
Q4 		$350K Buy
+6,758
New +$359K 0.27% 82

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