JT Stratford LLC’s Citigroup C Stock Holding History

JT Stratford LLC’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 Q1	–	Sell	-200	Closed	-$3K	–	204
2020 Q4	$3K	Buy	+200	New	+$10.2K	﹤0.01%	182

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

JT Stratford LLC's C Position: Q1 2023 in Review

JT Stratford LLC sold out of Citigroup (C) in Q1 2023, closing a stake of 5,013 shares — an estimated $227K sold.

JT Stratford LLC first reported a position in C in Q2 2017 and held it in 17 quarters. The position peaked at $942K in Q4 2017. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

JT Stratford LLC reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
JT Stratford LLC sold 5,013 Citigroup shares in Q1 2023, an estimated $227K.
JT Stratford LLC first reported a position in Citigroup in Q2 2017 and held it in 17 quarters.
JT Stratford LLC's Citigroup position peaked at $942K in Q4 2017.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on JT Stratford LLC's 13F filing for Q1 2023, filed 10 May 2023.