Legacy Wealth Planning’s Citigroup C Stock Holding History

Legacy 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 Q2	–	Sell	-4,049	Closed	-$216K	–	93
2022 Q1	$216K	Hold	4,049	–	–	0.25%	91
2021 Q4	$245K	Hold	4,049	–	–	0.28%	76
2021 Q3	$284K	Hold	4,049	–	–	0.32%	68
2021 Q2	$286K	Hold	4,049	–	–	0.33%	68
2021 Q1	$295K	Buy	4,049 +155	+4%	+$10.3K	0.38%	61
2020 Q4	$240K	Buy	+3,894	New	+$198K	0.31%	67
2020 Q3	–	Sell	-4,208	Closed	-$215K	–	80
2020 Q2	$215K	Buy	+4,208	New	+$200K	0.26%	67
2020 Q1	–	Sell	-3,638	Closed	-$291K	–	74
2019 Q4	$291K	Buy	+3,638	New	+$269K	0.33%	55

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

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

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

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

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

Legacy Wealth Planning's C Position: Q2 2022 in Review

Legacy Wealth Planning sold out of Citigroup (C) in Q2 2022, closing a stake of 4,049 shares — an estimated $216K sold.

Legacy Wealth Planning first reported a position in C in Q4 2019 and held it in 8 quarters. The position peaked at $295K in Q1 2021. 1,660 funds tracked by Wall St. Rank hold C as of Q2 2022.

Legacy Wealth Planning reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Planning sold 4,049 Citigroup shares in Q2 2022, an estimated $216K.
Legacy Wealth Planning first reported a position in Citigroup in Q4 2019 and held it in 8 quarters.
Legacy Wealth Planning's Citigroup position peaked at $295K in Q1 2021.
1,660 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.