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Leelyn Smith’s Citigroup C Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-10
Closed -$452 – 151
2022
Q4 		$452 Hold
10
– – ﹤0.01% 433
2022
Q3 		$0 Hold
10
– – ﹤0.01% 474
2022
Q2 		$0 Hold
10
– – ﹤0.01% 389
2022
Q1 		$1K Hold
10
– – ﹤0.01% 346
2021
Q4 		$1K Hold
10
– – ﹤0.01% 366
2021
Q3 		$1K Hold
10
– – ﹤0.01% 345
2021
Q2 		$1K Hold
10
– – ﹤0.01% 341
2021
Q1 		$1K Hold
10
– – ﹤0.01% 365
2020
Q4 		$1K Hold
10
– – ﹤0.01% 339
2020
Q3 		$0 Hold
10
– – ﹤0.01% 335
2020
Q2 		$0 Hold
10
– – ﹤0.01% 399
2020
Q1 		$0 Hold
10
– – ﹤0.01% 325
2019
Q4 		$1 Buy
+10
New +$739 ﹤0.01% 305

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Leelyn Smith's C Position: Q1 2023 in Review

Leelyn Smith sold out of Citigroup (C) in Q1 2023, closing a stake of 10 shares — an estimated $452 sold.

Leelyn Smith first reported a position in C in Q4 2019 and held it in 13 quarters. The position peaked at $1K in Q1 2022. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

  • Leelyn Smith reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 10 Citigroup shares in Q1 2023, an estimated $452.
  • Leelyn Smith first reported a position in Citigroup in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Citigroup position peaked at $1K in Q1 2022.
  • 1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.