Lake Point Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$0 Buy
+10
New +$500 ﹤0.01% 450
2020
Q1
Sell
-35
Closed -$3K 399
2019
Q4
$3K Buy
+35
New +$2.59K ﹤0.01% 423

Other funds holding C

Lake Point Wealth Management's C Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Citigroup (C) in Q2 2022: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in C as recently as Q4 2019.

Lake Point Wealth Management first reported a position in C in Q4 2019 and has held it in 2 quarters since. The position peaked at $3K in Q4 2019. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

  • Lake Point Wealth Management held 10 shares of Citigroup worth $0 as of Q2 2022.
  • Citigroup was a new Lake Point Wealth Management position in Q2 2022.
  • Citigroup made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #450 holding.
  • Lake Point Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Citigroup position peaked at $3K in Q4 2019.
  • 1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.