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King Wealth Management Group’s Citigroup C Stock Holding History

King Wealth Management Group’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
Q4 		– Sell
-2,953
Closed -$207K – 176
2021
Q3 		$207K Buy
+2,953
New +$206K 0.04% 162
2020
Q3 		– Sell
-4,654
Closed -$238K – 160
2020
Q2 		$238K Buy
+4,654
New +$221K 0.07% 131
2018
Q4 		– Sell
-3,792
Closed -$272K – 130
2018
Q3 		$272K Sell
3,792
-400
-10% -$28.3K 0.09% 105
2018
Q2 		$280K Sell
4,192
-275
-6% -$18.9K 0.1% 96
2018
Q1 		$302K Hold
4,467
– – 0.11% 97
2017
Q4 		$332K Buy
+4,467
New +$330K 0.12% 92
2017
Q3 		– Sell
-3,017
Closed -$202K – 126
2017
Q2 		$202K Buy
+3,017
New +$185K 0.08% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

King Wealth Management Group's C Position: Q4 2021 in Review

King Wealth Management Group sold out of Citigroup (C) in Q4 2021, closing a stake of 2,953 shares — an estimated $207K sold.

King Wealth Management Group first reported a position in C in Q2 2017 and held it in 7 quarters. The position peaked at $332K in Q4 2017. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

  • King Wealth Management Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
  • King Wealth Management Group sold 2,953 Citigroup shares in Q4 2021, an estimated $207K.
  • King Wealth Management Group first reported a position in Citigroup in Q2 2017 and held it in 7 quarters.
  • King Wealth Management Group's Citigroup position peaked at $332K in Q4 2017.
  • 1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on King Wealth Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.