Maltin Wealth Management’s Citigroup C Stock Holding History

Maltin 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
2022 Q3	–	Sell	-14,535	Closed	-$668K	–	108
2022 Q2	$668K	Sell	14,535 -4,514	-24%	-$226K	0.48%	68
2022 Q1	$1.02M	Buy	+19,049	New	+$1.18M	0.67%	51

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Maltin Wealth Management's C Position: Q3 2022 in Review

Maltin Wealth Management sold out of Citigroup (C) in Q3 2022, closing a stake of 14,535 shares — an estimated $668K sold.

Maltin Wealth Management first reported a position in C in Q1 2022 and held it in 2 quarters. The position peaked at $1.02M in Q1 2022. 1,607 funds tracked by Wall St. Rank hold C as of Q3 2022.

Maltin Wealth Management reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Maltin Wealth Management sold 14,535 Citigroup shares in Q3 2022, an estimated $668K.
Maltin Wealth Management first reported a position in Citigroup in Q1 2022 and held it in 2 quarters.
Maltin Wealth Management's Citigroup position peaked at $1.02M in Q1 2022.
1,607 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Maltin Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.