Leo Brokerage’s Citigroup C Stock Holding History

Leo Brokerage’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 Q2	$542K	Buy	11,762 +411	+4%	+$19.3K	0.06%	174
2023 Q1	$532K	Buy	+11,351	New	+$557K	0.08%	171
2022 Q2	–	Sell	-7,509	Closed	-$401K	–	192
2022 Q1	$401K	Buy	+7,509	New	+$464K	0.06%	163

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leo Brokerage's C Position: Q2 2023 in Review

Leo Brokerage increased its Citigroup (C) stake by 3.6% in Q2 2023, buying an estimated $19.3K and bringing the position to 11,762 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #174.

Leo Brokerage first reported a position in C in Q1 2022 and has held it in 3 quarters since. 1,611 funds tracked by Wall St. Rank hold C as of Q2 2023.

Leo Brokerage held 11,762 shares of Citigroup worth $542K as of Q2 2023.
Leo Brokerage bought 411 Citigroup shares in Q2 2023, an estimated $19.3K.
Citigroup made up 0.06% of Leo Brokerage's portfolio in Q2 2023, its #174 holding.
Leo Brokerage first reported a position in Citigroup in Q1 2022 and has held it in 3 quarters since.
1,611 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.