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Marcum Wealth’s Citigroup C Stock Holding History

Marcum Wealth’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
2025
Q1 		$389K Buy
5,483
+403
+8% +$30.7K 0.03% 231
2024
Q4 		$358K Buy
5,080
+75
+1% +$5.05K 0.03% 250
2024
Q3 		$313K Sell
5,005
-456
-8% -$28.2K 0.03% 273
2024
Q2 		$347K Buy
5,461
+28
+0.5% +$1.73K 0.03% 245
2024
Q1 		$344K Buy
5,433
+252
+5% +$14K 0.03% 245
2023
Q4 		$266K Buy
5,181
+92
+2% +$4.07K 0.03% 275
2023
Q3 		$209K Sell
5,089
-1,116
-18% -$49K 0.03% 309
2023
Q2 		$286K Buy
6,205
+95
+2% +$4.45K 0.03% 256
2023
Q1 		$287K Buy
+6,110
New +$300K 0.04% 252
2022
Q4 		– Sell
-7,013
Closed -$292K – 382
2022
Q3 		$292K Buy
7,013
+339
+5% +$16.7K 0.04% 242
2022
Q2 		$307K Buy
6,674
+296
+5% +$14.8K 0.05% 228
2022
Q1 		$341K Buy
6,378
+1,297
+26% +$80.1K 0.05% 226
2021
Q4 		$307K Sell
5,081
-1,839
-27% -$122K 0.04% 251
2021
Q3 		$486K Buy
6,920
+96
+1% +$6.71K 0.08% 157
2021
Q2 		$483K Sell
6,824
-27
-0.4% -$2K 0.08% 154
2021
Q1 		$498K Buy
6,851
+3,138
+85% +$209K 0.08% 146
2020
Q4 		$229K Buy
+3,713
New +$189K 0.05% 126

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marcum Wealth's C Position: Q1 2025 in Review

Marcum Wealth increased its Citigroup (C) stake by 7.9% in Q1 2025, buying an estimated $30.7K and bringing the position to 5,483 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #231.

Marcum Wealth first reported a position in C in Q4 2020 and has held it in 17 quarters since. The position peaked at $498K in Q1 2021. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Marcum Wealth held 5,483 shares of Citigroup worth $389K as of Q1 2025.
  • Marcum Wealth bought 403 Citigroup shares in Q1 2025, an estimated $30.7K.
  • Citigroup made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #231 holding.
  • Marcum Wealth first reported a position in Citigroup in Q4 2020 and has held it in 17 quarters since.
  • Marcum Wealth's Citigroup position peaked at $498K in Q1 2021.
  • 2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.