Monograph Wealth Advisors’s Citigroup C Stock Holding History

Monograph Wealth Advisors’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	-10,000	Closed	-$632K	–	123
2024 Q1	$632K	Buy	+10,000	New	+$556K	0.09%	80

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

Monograph Wealth Advisors's C Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Citigroup (C) in Q2 2024, closing a stake of 10,000 shares — an estimated $632K sold.

Monograph Wealth Advisors first reported a position in C in Q1 2024 and held it in 1 quarter. The position peaked at $632K in Q1 2024. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

Monograph Wealth Advisors reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 10,000 Citigroup shares in Q2 2024, an estimated $632K.
Monograph Wealth Advisors first reported a position in Citigroup in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's Citigroup position peaked at $632K in Q1 2024.
1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.