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MBM Wealth Consultants’s Citigroup C Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-230
Closed -$10K – 348
2022
Q3 		$10K Sell
230
-116
-34% -$5.73K ﹤0.01% 215
2022
Q2 		$16K Sell
346
-79
-19% -$3.95K 0.01% 206
2022
Q1 		$23K Sell
425
-872
-67% -$53.9K 0.01% 213
2021
Q4 		$78K Sell
1,297
-4,997
-79% -$332K 0.03% 133
2021
Q3 		$441K Buy
6,294
+458
+8% +$32K 0.2% 66
2021
Q2 		$413K Buy
5,836
+28
+0.5% +$2.07K 0.19% 73
2021
Q1 		$421K Sell
5,808
-602
-9% -$40.2K 0.21% 58
2020
Q4 		$395K Sell
6,410
-16
-0.2% -$813 0.22% 58
2020
Q3 		$277K Buy
6,426
+610
+10% +$30.4K 0.18% 67
2020
Q2 		$297K Sell
5,816
-1,692
-23% -$80.3K 0.21% 64
2020
Q1 		$316K Buy
7,508
+1,074
+17% +$72.1K 0.26% 68
2019
Q4 		$514K Buy
6,434
+236
+4% +$17.4K 0.38% 53
2019
Q3 		$428K Buy
+6,198
New +$422K 0.34% 66
2019
Q1 		– Sell
-163
Closed -$8K – 218
2018
Q4 		$8K Buy
+163
New +$10.3K 0.01% 187

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MBM Wealth Consultants's C Position: Q4 2022 in Review

MBM Wealth Consultants sold out of Citigroup (C) in Q4 2022, closing a stake of 230 shares — an estimated $10K sold.

MBM Wealth Consultants first reported a position in C in Q4 2018 and held it in 14 quarters. The position peaked at $514K in Q4 2019. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • MBM Wealth Consultants reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 230 Citigroup shares in Q4 2022, an estimated $10K.
  • MBM Wealth Consultants first reported a position in Citigroup in Q4 2018 and held it in 14 quarters.
  • MBM Wealth Consultants's Citigroup position peaked at $514K in Q4 2019.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.