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Leelyn Smith’s Citizens Financial Group CFG Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-1,070
Closed -$42.1K – 157
2022
Q4 		$42.1K Sell
1,070
-130
-11% -$5.08K 0.01% 195
2022
Q3 		$41K Buy
1,200
+50
+4% +$1.85K 0.01% 164
2022
Q2 		$41K Buy
1,150
+280
+32% +$11.1K 0.01% 203
2022
Q1 		$39K Buy
870
+240
+38% +$12.3K 0.01% 208
2021
Q4 		$30K Hold
630
– – 0.01% 223
2021
Q3 		$30K Hold
630
– – 0.01% 215
2021
Q2 		$29K Hold
630
– – 0.01% 218
2021
Q1 		$28K Buy
+630
New +$26.2K 0.01% 226

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

Leelyn Smith's CFG Position: Q1 2023 in Review

Leelyn Smith sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 1,070 shares — an estimated $42.1K sold.

Leelyn Smith first reported a position in CFG in Q1 2021 and held it in 8 quarters. The position peaked at $42.1K in Q4 2022. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Leelyn Smith reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,070 Citizens Financial Group shares in Q1 2023, an estimated $42.1K.
  • Leelyn Smith first reported a position in Citizens Financial Group in Q1 2021 and held it in 8 quarters.
  • Leelyn Smith's Citizens Financial Group position peaked at $42.1K in Q4 2022.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

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