MilWealth Group’s Citigroup C Stock Holding History

MilWealth Group’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	–	Sell	-275	Closed	-$16.6K	–	93
2021 Q4	$16.6K	Hold	275	–	–	0.01%	67
2021 Q3	$19.3K	Buy	+275	New	+$19.2K	0.01%	56
2019 Q1	–	Sell	-350	Closed	-$18.2K	–	67
2018 Q4	$18.2K	Buy	+350	New	+$22.2K	0.02%	44

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

MilWealth Group's C Position: Q1 2022 in Review

MilWealth Group sold out of Citigroup (C) in Q1 2022, closing a stake of 275 shares — an estimated $16.6K sold.

MilWealth Group first reported a position in C in Q4 2018 and held it in 3 quarters. The position peaked at $19.3K in Q3 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

MilWealth Group reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 275 Citigroup shares in Q1 2022, an estimated $16.6K.
MilWealth Group first reported a position in Citigroup in Q4 2018 and held it in 3 quarters.
MilWealth Group's Citigroup position peaked at $19.3K in Q3 2021.
1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.