Laurel Wealth Planning’s Citigroup C Stock Holding History

Laurel Wealth Planning’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
2022 Q3	–	Sell	-48	Closed	-$2K	–	216
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	218
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	233
2021 Q4	$3K	Hold	48	–	–	﹤0.01%	175
2021 Q3	$3K	Buy	+48	New	+$3.35K	﹤0.01%	184

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Laurel Wealth Planning's C Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Citigroup (C) in Q3 2022, closing a stake of 48 shares — an estimated $2K sold.

Laurel Wealth Planning first reported a position in C in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Laurel Wealth Planning reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 48 Citigroup shares in Q3 2022, an estimated $2K.
Laurel Wealth Planning first reported a position in Citigroup in Q3 2021 and held it in 4 quarters.
Laurel Wealth Planning's Citigroup position peaked at $3K in Q1 2022.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.