Kula Investments’s Citigroup C Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-16,184	Closed	-$681K	–	628
2022 Q4	$681K	Buy	+16,184	New	+$735K	0.2%	130

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Kula Investments's C Position: Q1 2023 in Review

Kula Investments sold out of Citigroup (C) in Q1 2023, closing a stake of 16,184 shares — an estimated $681K sold.

Kula Investments first reported a position in C in Q4 2022 and held it in 1 quarter. The position peaked at $681K in Q4 2022. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

Kula Investments reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 16,184 Citigroup shares in Q1 2023, an estimated $681K.
Kula Investments first reported a position in Citigroup in Q4 2022 and held it in 1 quarter.
Kula Investments's Citigroup position peaked at $681K in Q4 2022.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.