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Janiczek Wealth Management’s Citigroup C Stock Holding History

Janiczek Wealth 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 		$101K Hold
1,587
– – 0.02% 274
2024
Q1 		$100K Hold
1,587
– – 0.02% 290
2023
Q4 		$81.6K Buy
1,587
+785
+98% +$34.8K 0.02% 305
2023
Q3 		$33K Buy
802
+429
+115% +$18.8K 0.01% 437
2023
Q2 		$17.2K Buy
373
+91
+32% +$4.26K ﹤0.01% 482
2023
Q1 		$14K Buy
282
+114
+68% +$5.59K ﹤0.01% 513
2022
Q4 		$8.25K Sell
168
-70
-29% -$3.18K ﹤0.01% 597
2022
Q3 		$10K Sell
238
-174
-42% -$8.6K ﹤0.01% 540
2022
Q2 		$21K Buy
412
+354
+610% +$17.7K 0.01% 462
2022
Q1 		$3K Hold
58
– – ﹤0.01% 719
2021
Q4 		$4K Sell
58
-12
-17% -$798 ﹤0.01% 727
2021
Q3 		$5K Buy
70
+35
+100% +$2.45K ﹤0.01% 683
2021
Q2 		$2K Buy
+35
New +$2.59K ﹤0.01% 747
2020
Q3 		– Sell
-175
Closed -$9K – 650
2020
Q2 		$9K Buy
+175
New +$8.3K 0.01% 148
2019
Q3 		– Sell
-48
Closed -$3K – 166
2019
Q2 		$3K Hold
48
– – ﹤0.01% 161
2019
Q1 		$3K Hold
48
– – ﹤0.01% 135
2018
Q4 		$2K Sell
48
-52
-52% -$3.29K ﹤0.01% 136
2018
Q3 		$7K Hold
100
– – ﹤0.01% 101
2018
Q2 		$7K Buy
+100
New +$6.88K ﹤0.01% 107

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

Janiczek Wealth Management's C Position: Q2 2024 in Review

Janiczek Wealth Management held its Citigroup (C) position steady in Q2 2024 at 1,587 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #274.

Janiczek Wealth Management first reported a position in C in Q2 2018 and has held it in 19 quarters since. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

  • Janiczek Wealth Management held 1,587 shares of Citigroup worth $101K as of Q2 2024.
  • Janiczek Wealth Management left its Citigroup share count unchanged in Q2 2024.
  • Citigroup made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #274 holding.
  • Janiczek Wealth Management first reported a position in Citigroup in Q2 2018 and has held it in 19 quarters since.
  • 1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.