Madison Wealth Management’s Citigroup C Stock Holding History

Madison 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
2020 Q4	–	Sell	-59,709	Closed	-$2.57M	–	141
2020 Q3	$2.57M	Sell	59,709 -52,000	-47%	-$2.59M	0.77%	38
2020 Q2	$5.71M	Sell	111,709 -4,723	-4%	-$224K	1.88%	15
2020 Q1	$4.9M	Sell	116,432 -6,496	-5%	-$436K	1.97%	14
2019 Q4	$9.82M	Buy	+122,928	New	+$9.08M	2.82%	9

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Madison Wealth Management's C Position: Q4 2020 in Review

Madison Wealth Management sold out of Citigroup (C) in Q4 2020, closing a stake of 59,709 shares — an estimated $2.57M sold.

Madison Wealth Management first reported a position in C in Q4 2019 and held it in 4 quarters. The position peaked at $9.82M in Q4 2019. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

Madison Wealth Management reported no remaining Citigroup position as of Q4 2020 after selling out during the quarter.
Madison Wealth Management sold 59,709 Citigroup shares in Q4 2020, an estimated $2.57M.
Madison Wealth Management first reported a position in Citigroup in Q4 2019 and held it in 4 quarters.
Madison Wealth Management's Citigroup position peaked at $9.82M in Q4 2019.
1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Madison Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.