Mariner Independent Advisor Network’s Citigroup C Stock Holding History

Mariner Independent Advisor Network’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	-10,611	Closed	-$493K	–	560
2022 Q2	$493K	Sell	10,611 -360	-3%	-$18K	0.02%	470
2022 Q1	$577K	Buy	+10,971	New	+$678K	0.02%	429
2018 Q2	–	Sell	-14,311	Closed	-$965K	–	167
2018 Q1	$965K	Buy	+14,311	New	+$1.08M	0.06%	216
2016 Q4	–	Sell	-10,549	Closed	-$498K	–	164
2016 Q3	$498K	Buy	+10,549	New	+$480K	0.07%	132

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mariner Independent Advisor Network's C Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of Citigroup (C) in Q3 2022, closing a stake of 10,611 shares — an estimated $493K sold.

Mariner Independent Advisor Network first reported a position in C in Q3 2016 and held it in 4 quarters. The position peaked at $965K in Q1 2018. 1,607 funds tracked by Wall St. Rank hold C as of Q3 2022.

Mariner Independent Advisor Network reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,611 Citigroup shares in Q3 2022, an estimated $493K.
Mariner Independent Advisor Network first reported a position in Citigroup in Q3 2016 and held it in 4 quarters.
Mariner Independent Advisor Network's Citigroup position peaked at $965K in Q1 2018.
1,607 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.