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Meristem Family Wealth’s Citizens Financial Group CFG Stock Holding History

Meristem Family Wealth’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$201K Sell
4,428
-17
-0.4% -$874 0.02% 327
2021
Q4 		$210K Hold
4,445
– – 0.02% 361
2021
Q3 		$209K Sell
4,445
-435
-9% -$19.1K 0.02% 392
2021
Q2 		$224K Buy
+4,880
New +$230K 0.04% 291

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's CFG Position: Q1 2022 in Review

Meristem Family Wealth reduced its Citizens Financial Group (CFG) stake by 0.38% in Q1 2022, selling an estimated $874 and leaving 4,428 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #327.

Meristem Family Wealth first reported a position in CFG in Q2 2021 and has held it in 4 quarters since. The position peaked at $224K in Q2 2021. 760 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

  • Meristem Family Wealth held 4,428 shares of Citizens Financial Group worth $201K as of Q1 2022.
  • Meristem Family Wealth sold 17 Citizens Financial Group shares in Q1 2022, an estimated $874.
  • Citizens Financial Group made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #327 holding.
  • Meristem Family Wealth first reported a position in Citizens Financial Group in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Citizens Financial Group position peaked at $224K in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.