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McClarren Financial Advisors’s Citigroup C Stock Holding History

McClarren Financial Advisors’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
-600
Closed -$25K – 348
2022
Q3 		$25K Buy
+600
New +$29.6K 0.02% 178
2022
Q1 		– Sell
-104
Closed -$7K – 279
2021
Q4 		$7K Buy
+104
New +$6.92K ﹤0.01% 253
2021
Q3 		– Sell
-6
Closed – – 289
2021
Q2 		$0 Buy
+6
New +$444 ﹤0.01% 313

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

McClarren Financial Advisors's C Position: Q4 2022 in Review

McClarren Financial Advisors sold out of Citigroup (C) in Q4 2022, closing a stake of 600 shares — an estimated $25K sold.

McClarren Financial Advisors first reported a position in C in Q2 2021 and held it in 3 quarters. The position peaked at $25K in Q3 2022. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • McClarren Financial Advisors reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 600 Citigroup shares in Q4 2022, an estimated $25K.
  • McClarren Financial Advisors first reported a position in Citigroup in Q2 2021 and held it in 3 quarters.
  • McClarren Financial Advisors's Citigroup position peaked at $25K in Q3 2022.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on McClarren Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.