Koshinski Asset Management
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Koshinski Asset Management’s Citizens Financial Group CFG Stock Holding History

Koshinski Asset 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
2023
Q2 		– Sell
-8,982
Closed -$273K – 610
2023
Q1 		$273K Sell
8,982
-247
-3% -$9.67K 0.03% 441
2022
Q4 		$363K Buy
9,229
+57
+0.6% +$2.23K 0.04% 421
2022
Q3 		$315K Buy
+9,172
New +$339K 0.04% 406
2022
Q2 		– Sell
-1,390
Closed -$63K – 791
2022
Q1 		$63K Sell
1,390
-370
-21% -$19K 0.01% 1006
2021
Q4 		$83.2K Hold
1,760
– – 0.01% 929
2021
Q3 		$82.7K Buy
+1,760
New +$77.3K 0.01% 922

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Koshinski Asset Management's CFG Position: Q2 2023 in Review

Koshinski Asset Management sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 8,982 shares — an estimated $273K sold.

Koshinski Asset Management first reported a position in CFG in Q3 2021 and held it in 6 quarters. The position peaked at $363K in Q4 2022. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

  • Koshinski Asset Management reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 8,982 Citizens Financial Group shares in Q2 2023, an estimated $273K.
  • Koshinski Asset Management first reported a position in Citizens Financial Group in Q3 2021 and held it in 6 quarters.
  • Koshinski Asset Management's Citizens Financial Group position peaked at $363K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.