LWA
C icon

Lowe Wealth Advisors’s Citigroup C Stock Holding History

Lowe Wealth 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
2019
Q4 		– Sell
-1
Closed – – 302
2019
Q3 		$0 Hold
1
– – ﹤0.01% 280
2019
Q2 		$0 Hold
1
– – ﹤0.01% 292
2019
Q1 		$0 Hold
1
– – ﹤0.01% 269
2018
Q4 		$0 Hold
1
– – ﹤0.01% 260
2018
Q3 		$0 Hold
1
– – ﹤0.01% 293
2018
Q2 		$0 Sell
1
-43
-98% -$2.96K ﹤0.01% 242
2018
Q1 		$3K Hold
44
– – ﹤0.01% 190
2017
Q4 		$3K Buy
+44
New +$3.25K ﹤0.01% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lowe Wealth Advisors's C Position: Q4 2019 in Review

Lowe Wealth Advisors sold out of Citigroup (C) in Q4 2019, closing a stake of 1 share.

Lowe Wealth Advisors first reported a position in C in Q4 2017 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 1,749 funds tracked by Wall St. Rank hold C as of Q4 2019.

  • Lowe Wealth Advisors reported no remaining Citigroup position as of Q4 2019 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1 Citigroup share in Q4 2019.
  • Lowe Wealth Advisors first reported a position in Citigroup in Q4 2017 and held it in 8 quarters.
  • Lowe Wealth Advisors's Citigroup position peaked at $3K in Q1 2018.
  • 1,749 funds tracked by Wall St. Rank held Citigroup as of Q4 2019.

Based on Lowe Wealth Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.