Moisand Fitzgerald Tamayo’s Citizens Financial Group CFG Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-166	Closed	-$4.45K	–	680
2023 Q3	$4.45K	Hold	166	–	–	﹤0.01%	448
2023 Q2	$4.33K	Hold	166	–	–	﹤0.01%	431
2023 Q1	$5.04K	Hold	166	–	–	﹤0.01%	419
2022 Q4	$6.54K	Buy	166 +77	+87%	+$3.01K	﹤0.01%	367
2022 Q3	$3K	Buy	89 +43	+93%	+$1.59K	﹤0.01%	424
2022 Q2	$2K	Sell	46 -48	-51%	-$1.9K	﹤0.01%	397
2022 Q1	$4K	Buy	+94	New	+$4.83K	﹤0.01%	284

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's CFG Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Citizens Financial Group (CFG) in Q4 2023, closing a stake of 166 shares — an estimated $4.45K sold.

Moisand Fitzgerald Tamayo first reported a position in CFG in Q1 2022 and held it in 7 quarters. The position peaked at $6.54K in Q4 2022. 706 funds tracked by Wall St. Rank hold CFG as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Citizens Financial Group position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 166 Citizens Financial Group shares in Q4 2023, an estimated $4.45K.
Moisand Fitzgerald Tamayo first reported a position in Citizens Financial Group in Q1 2022 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's Citizens Financial Group position peaked at $6.54K in Q4 2022.
706 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.