Mine & Arao Wealth Creation & Management’s Citigroup C Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-303	Closed	-$19.2K	–	116
2024 Q1	$19.2K	Hold	303	–	–	0.01%	183
2023 Q4	$15.6K	Hold	303	–	–	0.01%	189
2023 Q3	$12.5K	Sell	303 -19	-6%	-$834	0.01%	196
2023 Q2	$14.8K	Hold	322	–	–	0.01%	197
2023 Q1	$15.1K	Hold	322	–	–	0.01%	202
2022 Q4	$14.6K	Hold	322	–	–	0.01%	199
2022 Q3	$13K	Buy	322 +1	+0.3%	+$49	0.01%	206
2022 Q2	$15K	Buy	321 +3	+0.9%	+$150	0.01%	206
2022 Q1	$17K	Hold	318	–	–	0.01%	206
2021 Q4	$19K	Hold	318	–	–	0.01%	202
2021 Q3	$22K	Hold	318	–	–	0.01%	199
2021 Q2	$22K	Hold	318	–	–	0.01%	193
2021 Q1	$23K	Hold	318	–	–	0.02%	179
2020 Q4	$20K	Buy	318 +1	+0.3%	+$51	0.01%	175
2020 Q3	$14K	Buy	317 +17	+6%	+$847	0.01%	179
2020 Q2	$15K	Hold	300	–	–	0.01%	166
2020 Q1	$13K	Hold	300	–	–	0.02%	163
2019 Q4	$24K	Buy	+300	New	+$22.2K	0.02%	158

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's C Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Citigroup (C) in Q2 2024, closing a stake of 303 shares — an estimated $19.2K sold.

Mine & Arao Wealth Creation & Management first reported a position in C in Q4 2019 and held it in 18 quarters. The position peaked at $24K in Q4 2019. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 303 Citigroup shares in Q2 2024, an estimated $19.2K.
Mine & Arao Wealth Creation & Management first reported a position in Citigroup in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Citigroup position peaked at $24K in Q4 2019.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.