JWWM
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Johnson & White Wealth Management’s Citigroup C Stock Holding History

Johnson & White 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
2022
Q4 		– Sell
-9,367
Closed -$390K – 85
2022
Q3 		$390K Buy
+9,367
New +$463K 0.44% 55

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson & White Wealth Management's C Position: Q4 2022 in Review

Johnson & White Wealth Management sold out of Citigroup (C) in Q4 2022, closing a stake of 9,367 shares — an estimated $390K sold.

Johnson & White Wealth Management first reported a position in C in Q3 2022 and held it in 1 quarter. The position peaked at $390K in Q3 2022. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • Johnson & White Wealth Management reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
  • Johnson & White Wealth Management sold 9,367 Citigroup shares in Q4 2022, an estimated $390K.
  • Johnson & White Wealth Management first reported a position in Citigroup in Q3 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Citigroup position peaked at $390K in Q3 2022.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Johnson & White Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.