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MFA Wealth Advisors’s Citigroup C Stock Holding History

MFA Wealth 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
2021
Q2 		– Sell
-47,232
Closed -$3.43M – 62
2021
Q1 		$3.43M Buy
47,232
+5,394
+13% +$360K 1.67% 25
2020
Q4 		$2.58M Buy
41,838
+392
+0.9% +$19.9K 2.3% 16
2020
Q3 		$1.79M Buy
41,446
+802
+2% +$40K 1.9% 17
2020
Q2 		$2.08M Sell
40,644
-5,637
-12% -$267K 1.34% 21
2020
Q1 		$1.95M Buy
+46,281
New +$3.11M 1.89% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MFA Wealth Advisors's C Position: Q2 2021 in Review

MFA Wealth Advisors sold out of Citigroup (C) in Q2 2021, closing a stake of 47,232 shares — an estimated $3.43M sold.

MFA Wealth Advisors first reported a position in C in Q1 2020 and held it in 5 quarters. The position peaked at $3.43M in Q1 2021. 1,708 funds tracked by Wall St. Rank hold C as of Q2 2021.

  • MFA Wealth Advisors reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
  • MFA Wealth Advisors sold 47,232 Citigroup shares in Q2 2021, an estimated $3.43M.
  • MFA Wealth Advisors first reported a position in Citigroup in Q1 2020 and held it in 5 quarters.
  • MFA Wealth Advisors's Citigroup position peaked at $3.43M in Q1 2021.
  • 1,708 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

Based on MFA Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.