Minot Wealth Management’s Citigroup C Stock Holding History

Minot 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 Q2	$391K	Buy	8,492 +2,273	+37%	+$114K	0.1%	125
2022 Q1	$332K	Buy	6,219 +119	+2%	+$7.35K	0.07%	154
2021 Q4	$368K	Sell	6,100 -9	-0.1%	-$598	0.07%	146
2021 Q3	$429K	Sell	6,109 -411	-6%	-$28.7K	0.09%	137
2021 Q2	$446K	Buy	+6,520	New	+$482K	0.1%	131

Other funds holding C

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Minot Wealth Management's C Position: Q2 2022 in Review

Minot Wealth Management increased its Citigroup (C) stake by 37% in Q2 2022, buying an estimated $114K and bringing the position to 8,492 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #125.

Minot Wealth Management first reported a position in C in Q2 2021 and has held it in 5 quarters since. The position peaked at $446K in Q2 2021. 1,660 funds tracked by Wall St. Rank hold C as of Q2 2022.

Minot Wealth Management held 8,492 shares of Citigroup worth $391K as of Q2 2022.
Minot Wealth Management bought 2,273 Citigroup shares in Q2 2022, an estimated $114K.
Citigroup made up 0.1% of Minot Wealth Management's portfolio in Q2 2022, its #125 holding.
Minot Wealth Management first reported a position in Citigroup in Q2 2021 and has held it in 5 quarters since.
Minot Wealth Management's Citigroup position peaked at $446K in Q2 2021.
1,660 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.