Lynx Investment Advisory’s Citigroup C Stock Holding History

Lynx Investment Advisory’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 Q3	–	Sell	-304	Closed	-$19.3K	–	226
2024 Q2	$19.3K	Buy	+304	New	+$18.7K	0.01%	339

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Lynx Investment Advisory's C Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Citigroup (C) in Q3 2024, closing a stake of 304 shares — an estimated $19.3K sold.

Lynx Investment Advisory first reported a position in C in Q2 2024 and held it in 1 quarter. The position peaked at $19.3K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

Lynx Investment Advisory reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 304 Citigroup shares in Q3 2024, an estimated $19.3K.
Lynx Investment Advisory first reported a position in Citigroup in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's Citigroup position peaked at $19.3K in Q2 2024.
1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.