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Kore Private Wealth’s Citizens Financial Group CFG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,732
Closed -$43K – 410
2020
Q2 		$43K Buy
1,732
+1,355
+359% +$30.7K 0.01% 490
2020
Q1 		$7K Buy
377
+182
+93% +$5.94K ﹤0.01% 737
2019
Q4 		$8K Buy
+195
New +$7.3K ﹤0.01% 780
2019
Q2 		– Sell
-205
Closed -$7K – 323
2019
Q1 		$7K Hold
205
– – ﹤0.01% 687
2018
Q4 		$6K Buy
+205
New +$7.19K ﹤0.01% 645

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kore Private Wealth's CFG Position: Q3 2020 in Review

Kore Private Wealth sold out of Citizens Financial Group (CFG) in Q3 2020, closing a stake of 1,732 shares — an estimated $43K sold.

Kore Private Wealth first reported a position in CFG in Q4 2018 and held it in 5 quarters. The position peaked at $43K in Q2 2020. 552 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

  • Kore Private Wealth reported no remaining Citizens Financial Group position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,732 Citizens Financial Group shares in Q3 2020, an estimated $43K.
  • Kore Private Wealth first reported a position in Citizens Financial Group in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Citizens Financial Group position peaked at $43K in Q2 2020.
  • 552 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.