LWM
C icon

LJI Wealth Management’s Citigroup C Stock Holding History

LJI 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
2023
Q4 		– Sell
-5,962
Closed -$245K – 173
2023
Q3 		$245K Sell
5,962
-700
-11% -$30.7K 0.07% 140
2023
Q2 		$307K Sell
6,662
-249
-4% -$11.7K 0.09% 115
2023
Q1 		$324K Sell
6,911
-60
-0.9% -$2.94K 0.1% 105
2022
Q4 		$315K Buy
+6,971
New +$317K 0.11% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LJI Wealth Management's C Position: Q4 2023 in Review

LJI Wealth Management sold out of Citigroup (C) in Q4 2023, closing a stake of 5,962 shares — an estimated $245K sold.

LJI Wealth Management first reported a position in C in Q4 2022 and held it in 4 quarters. The position peaked at $324K in Q1 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • LJI Wealth Management reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • LJI Wealth Management sold 5,962 Citigroup shares in Q4 2023, an estimated $245K.
  • LJI Wealth Management first reported a position in Citigroup in Q4 2022 and held it in 4 quarters.
  • LJI Wealth Management's Citigroup position peaked at $324K in Q1 2023.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on LJI Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.