Montis Financial’s Citigroup C Stock Holding History

Montis Financial’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 Q1	–	Sell	-4,267	Closed	-$258K	–	68
2021 Q4	$258K	Buy	+4,267	New	+$284K	0.19%	67

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Montis Financial's C Position: Q1 2022 in Review

Montis Financial sold out of Citigroup (C) in Q1 2022, closing a stake of 4,267 shares — an estimated $258K sold.

Montis Financial first reported a position in C in Q4 2021 and held it in 1 quarter. The position peaked at $258K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

Montis Financial reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 4,267 Citigroup shares in Q1 2022, an estimated $258K.
Montis Financial first reported a position in Citigroup in Q4 2021 and held it in 1 quarter.
Montis Financial's Citigroup position peaked at $258K in Q4 2021.
1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.