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Lauer Wealth’s Citizens Financial Group CFG Stock Holding History

Lauer Wealth’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
2024
Q4 		– Sell
-6,046
Closed -$251K – 38
2024
Q3 		$251K Sell
6,046
-553
-8% -$22.3K 0.19% 32
2024
Q2 		$252K Sell
6,599
-5,715
-46% -$199K 0.2% 35
2024
Q1 		$413K Sell
12,314
-419
-3% -$13.7K 0.36% 30
2023
Q4 		$422K Buy
12,733
+3,479
+38% +$95.8K 0.39% 27
2023
Q3 		$245K Sell
9,254
-6,709
-42% -$192K 0.26% 41
2023
Q2 		$510K Buy
+15,963
New +$440K 0.53% 26

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lauer Wealth's CFG Position: Q4 2024 in Review

Lauer Wealth sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 6,046 shares — an estimated $251K sold.

Lauer Wealth first reported a position in CFG in Q2 2023 and held it in 6 quarters. The position peaked at $510K in Q2 2023. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Lauer Wealth reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • Lauer Wealth sold 6,046 Citizens Financial Group shares in Q4 2024, an estimated $251K.
  • Lauer Wealth first reported a position in Citizens Financial Group in Q2 2023 and held it in 6 quarters.
  • Lauer Wealth's Citizens Financial Group position peaked at $510K in Q2 2023.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Lauer Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.