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Kula Investments’s Citizens Financial Group CFG Stock Holding History

Kula Investments’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
Q1 		$307K Buy
+10,105
New +$396K 0.08% 454

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Kula Investments's CFG Position: Q1 2023 in Review

Kula Investments opened a new position in Citizens Financial Group (CFG) in Q1 2023: 10,105 shares worth $307K. The stake represents 0.08% of the portfolio and ranks #454 among its holdings.

735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Kula Investments held 10,105 shares of Citizens Financial Group worth $307K as of Q1 2023.
  • Citizens Financial Group was a new Kula Investments position in Q1 2023.
  • Citizens Financial Group made up 0.08% of Kula Investments's portfolio in Q1 2023, its #454 holding.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

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