Midwest Wealth Management’s Citigroup C Stock Holding History

Midwest Wealth Management’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 Q1	$1.19M	Buy	22,294 +1,605	+8%	+$99.1K	0.72%	73
2021 Q4	$1.25M	Buy	20,689 +1,006	+5%	+$66.9K	0.78%	69
2021 Q3	$1.38M	Sell	19,683 -2,240	-10%	-$157K	0.95%	54
2021 Q2	$1.55M	Buy	21,923 +2,020	+10%	+$149K	1.11%	41
2021 Q1	$1.45M	Buy	19,903 +1,175	+6%	+$78.4K	1.18%	40
2020 Q4	$1.16M	Buy	+18,728	New	+$952K	1.06%	40

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Midwest Wealth Management's C Position: Q1 2022 in Review

Midwest Wealth Management increased its Citigroup (C) stake by 7.8% in Q1 2022, buying an estimated $99.1K and bringing the position to 22,294 shares worth $1.19M. The position accounts for 0.72% of the portfolio, ranked #73.

Midwest Wealth Management first reported a position in C in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

Midwest Wealth Management held 22,294 shares of Citigroup worth $1.19M as of Q1 2022.
Midwest Wealth Management bought 1,605 Citigroup shares in Q1 2022, an estimated $99.1K.
Citigroup made up 0.72% of Midwest Wealth Management's portfolio in Q1 2022, its #73 holding.
Midwest Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Citigroup position peaked at $1.55M in Q2 2021.
1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.