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Milestone Investment Advisors’s Citigroup C Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-255
Closed -$10.5K – 173
2023
Q3 		$10.5K Buy
+255
New +$11.2K ﹤0.01% 292
2023
Q2 		– Sell
-252
Closed -$11.8K – 168
2023
Q1 		$11.8K Buy
+252
New +$12.4K ﹤0.01% 290

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Investment Advisors's C Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Citigroup (C) in Q4 2023, closing a stake of 255 shares — an estimated $10.5K sold.

Milestone Investment Advisors first reported a position in C in Q1 2023 and held it in 2 quarters. The position peaked at $11.8K in Q1 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 255 Citigroup shares in Q4 2023, an estimated $10.5K.
  • Milestone Investment Advisors first reported a position in Citigroup in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Citigroup position peaked at $11.8K in Q1 2023.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.