Lenox Wealth Advisors’s Citigroup C Stock Holding History

Lenox Wealth Advisors’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 Q1	$14K	Buy	281 +6	+2%	+$371	﹤0.01%	426
2021 Q4	$17K	Sell	275 -140	-34%	-$9.31K	﹤0.01%	428
2021 Q3	$29K	Hold	415	–	–	﹤0.01%	307
2021 Q2	$29K	Buy	415 +267	+180%	+$19.8K	﹤0.01%	302
2021 Q1	$11K	Sell	148 -448	-75%	-$29.9K	﹤0.01%	394
2020 Q4	$37K	Buy	596 +396	+198%	+$20.1K	0.01%	219
2020 Q3	$9K	Sell	200 -337	-63%	-$16.8K	﹤0.01%	385
2020 Q2	$27K	Buy	+537	New	+$25.5K	﹤0.01%	245
2019 Q2	–	Sell	-74	Closed	-$5K	–	435
2019 Q1	$5K	Buy	+74	New	+$4.59K	﹤0.01%	355
2018 Q3	–	Sell	-21	Closed	-$1K	–	425
2018 Q2	$1K	Sell	21 -229	-92%	-$15.8K	﹤0.01%	502
2018 Q1	$17K	Buy	+250	New	+$18.8K	﹤0.01%	288
2017 Q4	–	Sell	-18	Closed	-$1K	–	396
2017 Q3	$1K	Buy	+18	New	+$1.23K	﹤0.01%	195
2016 Q1	–	Sell	-185	Closed	-$10K	–	275
2015 Q4	$10K	Sell	185 -848	-82%	-$45K	﹤0.01%	177
2015 Q3	$51K	Buy	+1,033	New	+$56.4K	0.02%	84
2015 Q2	–	Sell	-448	Closed	-$23K	–	303
2015 Q1	$23K	Hold	448	–	–	0.01%	116
2014 Q4	$24K	Sell	448 -265	-37%	-$14.1K	0.01%	116
2014 Q3	$37K	Sell	713 -38	-5%	-$1.91K	0.02%	97
2014 Q2	$36K	Sell	751 -3,023	-80%	-$144K	0.02%	81
2014 Q1	$180K	Buy	3,774 +3,323	+737%	+$166K	0.11%	20
2013 Q4	$24K	Sell	451 -293	-39%	-$14.8K	0.02%	103
2013 Q3	$36K	Hold	744	–	–	0.03%	45
2013 Q2	$36K	Buy	+744	New	+$35.8K	0.04%	43

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Lenox Wealth Advisors's C Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Citigroup (C) stake by 2.2% in Q1 2022, buying an estimated $371 and bringing the position to 281 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Lenox Wealth Advisors first reported a position in C in Q2 2013 and has held it in 22 quarters since. The position peaked at $180K in Q1 2014. 1,762 funds tracked by Wall St. Rank hold C as of Q1 2022.

Lenox Wealth Advisors held 281 shares of Citigroup worth $14K as of Q1 2022.
Lenox Wealth Advisors bought 6 Citigroup shares in Q1 2022, an estimated $371.
Citigroup made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #426 holding.
Lenox Wealth Advisors first reported a position in Citigroup in Q2 2013 and has held it in 22 quarters since.
Lenox Wealth Advisors's Citigroup position peaked at $180K in Q1 2014.
1,762 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.