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KCM Investment Advisors’s Citizens Financial Group CFG Stock Holding History

KCM Investment Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-104,034
Closed -$4.1M – 408
2022
Q4 		$4.1M Sell
104,034
-2,970
-3% -$116K 0.18% 111
2022
Q3 		$3.68M Sell
107,004
-3,159
-3% -$117K 0.17% 113
2022
Q2 		$3.93M Sell
110,163
-1,767
-2% -$69.8K 0.17% 109
2022
Q1 		$5.07M Buy
111,930
+28,276
+34% +$1.45M 0.19% 105
2021
Q4 		$3.95M Buy
83,654
+21,863
+35% +$1.05M 0.14% 119
2021
Q3 		$2.9M Buy
61,791
+7,435
+14% +$326K 0.12% 133
2021
Q2 		$2.49M Buy
54,356
+31,986
+143% +$1.51M 0.1% 142
2021
Q1 		$988K Buy
+22,370
New +$931K 0.04% 199
2018
Q1 		– Sell
-5,280
Closed -$222K – 525
2017
Q4 		$222K Sell
5,280
-3,712
-41% -$145K 0.01% 483
2017
Q3 		$341K Sell
8,992
-3,017
-25% -$106K 0.02% 412
2017
Q2 		$428K Sell
12,009
-2,771
-19% -$98.3K 0.03% 378
2017
Q1 		$511K Buy
+14,780
New +$539K 0.03% 359

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM Investment Advisors's CFG Position: Q1 2023 in Review

KCM Investment Advisors sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 104,034 shares — an estimated $4.1M sold.

KCM Investment Advisors first reported a position in CFG in Q1 2017 and held it in 12 quarters. The position peaked at $5.07M in Q1 2022. 738 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • KCM Investment Advisors reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 104,034 Citizens Financial Group shares in Q1 2023, an estimated $4.1M.
  • KCM Investment Advisors first reported a position in Citizens Financial Group in Q1 2017 and held it in 12 quarters.
  • KCM Investment Advisors's Citizens Financial Group position peaked at $5.07M in Q1 2022.
  • 738 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on KCM Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.