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MFA Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

MFA Wealth Advisors’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
2024
Q4 		– Sell
-268
Closed -$11K – 124
2024
Q3 		$11K Hold
268
– – ﹤0.01% 323
2024
Q2 		$9.66K Buy
+268
New +$9.35K ﹤0.01% 338

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

MFA Wealth Advisors's CFG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 268 shares — an estimated $11K sold.

MFA Wealth Advisors first reported a position in CFG in Q2 2024 and held it in 2 quarters. The position peaked at $11K in Q3 2024. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 268 Citizens Financial Group shares in Q4 2024, an estimated $11K.
  • MFA Wealth Advisors first reported a position in Citizens Financial Group in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Citizens Financial Group position peaked at $11K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.