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Kings Point Capital Management’s Citizens Financial Group CFG Stock Holding History

Kings Point Capital Management’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
2022
Q1 		$32K Hold
700
– – ﹤0.01% 412
2021
Q4 		$33K Hold
700
– – ﹤0.01% 449
2021
Q3 		$33K Buy
+700
New +$30.7K ﹤0.01% 417
2021
Q2 		– Sell
-600
Closed -$26K – 547
2021
Q1 		$26K Buy
+600
New +$25K ﹤0.01% 420

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kings Point Capital Management's CFG Position: Q1 2022 in Review

Kings Point Capital Management held its Citizens Financial Group (CFG) position steady in Q1 2022 at 700 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Kings Point Capital Management first reported a position in CFG in Q1 2021 and has held it in 4 quarters since. The position peaked at $33K in Q4 2021. 759 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

  • Kings Point Capital Management held 700 shares of Citizens Financial Group worth $32K as of Q1 2022.
  • Kings Point Capital Management left its Citizens Financial Group share count unchanged in Q1 2022.
  • Citizens Financial Group made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #412 holding.
  • Kings Point Capital Management first reported a position in Citizens Financial Group in Q1 2021 and has held it in 4 quarters since.
  • Kings Point Capital Management's Citizens Financial Group position peaked at $33K in Q4 2021.
  • 759 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.