Masso Torrence Wealth Management’s Citigroup C Stock Holding History

Masso Torrence 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 Q1	–	Sell	-387	Closed	-$23K	–	109
2021 Q4	$23K	Buy	+387	New	+$25.7K	0.02%	205

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Masso Torrence Wealth Management's C Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Citigroup (C) in Q1 2022, closing a stake of 387 shares — an estimated $23K sold.

Masso Torrence Wealth Management first reported a position in C in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

Masso Torrence Wealth Management reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 387 Citigroup shares in Q1 2022, an estimated $23K.
Masso Torrence Wealth Management first reported a position in Citigroup in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's Citigroup position peaked at $23K in Q4 2021.
1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.