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LifeWealth Investments’s Citizens Financial Group CFG Stock Holding History

LifeWealth Investments’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,618
Closed -$377K – 135
2024
Q4 		$377K Buy
+8,618
New +$381K 0.25% 84

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LifeWealth Investments's CFG Position: Q1 2025 in Review

LifeWealth Investments sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 8,618 shares — an estimated $377K sold.

LifeWealth Investments first reported a position in CFG in Q4 2024 and held it in 1 quarter. The position peaked at $377K in Q4 2024. 831 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • LifeWealth Investments reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 8,618 Citizens Financial Group shares in Q1 2025, an estimated $377K.
  • LifeWealth Investments first reported a position in Citizens Financial Group in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's Citizens Financial Group position peaked at $377K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.