Kathleen S. Wright Associates’s Citigroup C Stock Holding History

Kathleen S. Wright Associates’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
2023 Q1	–	Sell	-100	Closed	-$5K	–	169
2022 Q4	$5K	Buy	+100	New	+$4.54K	﹤0.01%	176

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

Kathleen S. Wright Associates's C Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Citigroup (C) in Q1 2023, closing a stake of 100 shares — an estimated $5K sold.

Kathleen S. Wright Associates first reported a position in C in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

Kathleen S. Wright Associates reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 100 Citigroup shares in Q1 2023, an estimated $5K.
Kathleen S. Wright Associates first reported a position in Citigroup in Q4 2022 and held it in 1 quarter.
Kathleen S. Wright Associates's Citigroup position peaked at $5K in Q4 2022.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.