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LifePro Asset Management’s Citigroup C Stock Holding History

LifePro Asset 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
2024
Q3 		– Sell
-5,054
Closed -$321K – 157
2024
Q2 		$321K Sell
5,054
-781
-13% -$48.2K 0.23% 93
2024
Q1 		$369K Buy
+5,835
New +$325K 0.24% 88
2021
Q4 		– Sell
-203,395
Closed -$14.3M – 129
2021
Q3 		$14.3M Buy
203,395
+96
+0% +$6.71K 4.33% 6
2021
Q2 		$14.4M Buy
+203,299
New +$15M 4.26% 8

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePro Asset Management's C Position: Q3 2024 in Review

LifePro Asset Management sold out of Citigroup (C) in Q3 2024, closing a stake of 5,054 shares — an estimated $321K sold.

LifePro Asset Management first reported a position in C in Q2 2021 and held it in 4 quarters. The position peaked at $14.4M in Q2 2021. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • LifePro Asset Management reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • LifePro Asset Management sold 5,054 Citigroup shares in Q3 2024, an estimated $321K.
  • LifePro Asset Management first reported a position in Citigroup in Q2 2021 and held it in 4 quarters.
  • LifePro Asset Management's Citigroup position peaked at $14.4M in Q2 2021.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.