Money Concepts Capital’s Citizens CIA Stock Holding History

Money Concepts Capital’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-124	Closed	-$264	–	884
2022 Q4	$264	Buy	+124	New	+$346	﹤0.01%	3078

Other funds holding CIA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Money Concepts Capital's CIA Position: Q1 2023 in Review

Money Concepts Capital sold out of Citizens (CIA) in Q1 2023, closing a stake of 124 shares — an estimated $264 sold.

Money Concepts Capital first reported a position in CIA in Q4 2022 and held it in 1 quarter. The position peaked at $264 in Q4 2022. 37 funds tracked by Wall St. Rank hold CIA as of Q1 2023.

Money Concepts Capital reported no remaining Citizens position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 124 Citizens shares in Q1 2023, an estimated $264.
Money Concepts Capital first reported a position in Citizens in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Citizens position peaked at $264 in Q4 2022.
37 funds tracked by Wall St. Rank held Citizens as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.