Long Island Wealth Management’s Citigroup C Stock Holding History

Long Island 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
2024 Q1	–	Sell	-10	Closed	-$1K	–	121
2023 Q4	$1K	Buy	+10	New	+$443	﹤0.01%	381

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Long Island Wealth Management's C Position: Q1 2024 in Review

Long Island Wealth Management sold out of Citigroup (C) in Q1 2024, closing a stake of 10 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in C in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 1,774 funds tracked by Wall St. Rank hold C as of Q1 2024.

Long Island Wealth Management reported no remaining Citigroup position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 10 Citigroup shares in Q1 2024, an estimated $1K.
Long Island Wealth Management first reported a position in Citigroup in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Citigroup position peaked at $1K in Q4 2023.
1,774 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.