Lighthouse Financial Advisors’s Citigroup C Stock Holding History

Lighthouse Financial 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
2020 Q1	–	Sell	-20	Closed	-$1K	–	97
2019 Q4	$1K	Buy	+20	New	+$1.48K	﹤0.01%	255

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Lighthouse Financial Advisors's C Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Citigroup (C) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Lighthouse Financial Advisors first reported a position in C in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Lighthouse Financial Advisors reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Lighthouse Financial Advisors sold 20 Citigroup shares in Q1 2020, an estimated $1K.
Lighthouse Financial Advisors first reported a position in Citigroup in Q4 2019 and held it in 1 quarter.
Lighthouse Financial Advisors's Citigroup position peaked at $1K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.