Kowal Investment Group’s Citigroup C Stock Holding History

Kowal Investment 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	-989	Closed	-$69K	–	245
2021 Q3	$69K	Buy	+989	New	+$69.1K	0.02%	202

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kowal Investment Group's C Position: Q4 2021 in Review

Kowal Investment Group sold out of Citigroup (C) in Q4 2021, closing a stake of 989 shares — an estimated $69K sold.

Kowal Investment Group first reported a position in C in Q3 2021 and held it in 1 quarter. The position peaked at $69K in Q3 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

Kowal Investment Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 989 Citigroup shares in Q4 2021, an estimated $69K.
Kowal Investment Group first reported a position in Citigroup in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Citigroup position peaked at $69K in Q3 2021.
1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.