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Laurel Wealth Advisors (California)’s Citizens Financial Group CFG Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$299K Sell
7,597
-357
-4% -$13.9K 0.03% 508
2022
Q3 		$273K Buy
7,954
+142
+2% +$5.25K 0.03% 511
2022
Q2 		$278K Sell
7,812
-3,300
-30% -$130K 0.03% 521
2022
Q1 		$504K Sell
11,112
-265
-2% -$13.6K 0.04% 409
2021
Q4 		$538K Buy
+11,377
New +$548K 0.04% 429

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Laurel Wealth Advisors (California)'s CFG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Citizens Financial Group (CFG) stake by 4.5% in Q4 2022, selling an estimated $13.9K and leaving 7,597 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #508.

Laurel Wealth Advisors (California) first reported a position in CFG in Q4 2021 and has held it in 5 quarters since. The position peaked at $538K in Q4 2021. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,597 shares of Citizens Financial Group worth $299K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 357 Citizens Financial Group shares in Q4 2022, an estimated $13.9K.
  • Citizens Financial Group made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #508 holding.
  • Laurel Wealth Advisors (California) first reported a position in Citizens Financial Group in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Citizens Financial Group position peaked at $538K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.