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Liberty Wealth Management’s Citigroup C Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-591
Closed -$41K – 295
2021
Q3 		$41K Buy
591
+122
+26% +$8.53K 0.01% 462
2021
Q2 		$33K Sell
469
-511
-52% -$37.8K 0.01% 402
2021
Q1 		$57K Hold
980
– – 0.03% 258
2020
Q4 		$57K Buy
980
+257
+36% +$13.1K 0.03% 256
2020
Q3 		$31K Sell
723
-26
-3% -$1.29K 0.02% 320
2020
Q2 		$38K Buy
749
+108
+17% +$5.12K 0.03% 258
2020
Q1 		$27K Buy
641
+19
+3% +$1.27K 0.02% 302
2019
Q4 		$49K Buy
622
+4
+0.6% +$296 0.04% 248
2019
Q3 		$43K Sell
618
-827
-57% -$56.3K 0.04% 252
2019
Q2 		$101K Buy
1,445
+309
+27% +$20.7K 0.09% 166
2019
Q1 		$70K Sell
1,136
-258
-19% -$16K 0.05% 172
2018
Q4 		$72K Buy
+1,394
New +$88.3K 0.05% 157

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Wealth Management's C Position: Q4 2021 in Review

Liberty Wealth Management sold out of Citigroup (C) in Q4 2021, closing a stake of 591 shares — an estimated $41K sold.

Liberty Wealth Management first reported a position in C in Q4 2018 and held it in 12 quarters. The position peaked at $101K in Q2 2019. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

  • Liberty Wealth Management reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 591 Citigroup shares in Q4 2021, an estimated $41K.
  • Liberty Wealth Management first reported a position in Citigroup in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Citigroup position peaked at $101K in Q2 2019.
  • 1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.