Midwest Wealth Management’s Citizens Financial Group CFG Stock Holding History

Midwest Wealth Management’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	$2.13M	Buy	47,036 +2,026	+5%	+$104K	1.29%	29
2021 Q4	$2.13M	Buy	45,010 +2,135	+5%	+$103K	1.33%	29
2021 Q3	$2.01M	Buy	42,875 +998	+2%	+$43.8K	1.39%	22
2021 Q2	$1.92M	Buy	41,877 +567	+1%	+$26.8K	1.37%	24
2021 Q1	$1.82M	Buy	41,310 +2,281	+6%	+$94.9K	1.48%	21
2020 Q4	$1.4M	Buy	+39,029	New	+$1.22M	1.28%	27

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Midwest Wealth Management increased its Citizens Financial Group (CFG) stake by 4.5% in Q1 2022, buying an estimated $104K and bringing the position to 47,036 shares worth $2.13M. The position accounts for 1.29% of the portfolio, ranked #29.

Midwest Wealth Management first reported a position in CFG in Q4 2020 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

Midwest Wealth Management held 47,036 shares of Citizens Financial Group worth $2.13M as of Q1 2022.
Midwest Wealth Management bought 2,026 Citizens Financial Group shares in Q1 2022, an estimated $104K.
Citizens Financial Group made up 1.29% of Midwest Wealth Management's portfolio in Q1 2022, its #29 holding.
Midwest Wealth Management first reported a position in Citizens Financial Group in Q4 2020 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

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