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MorganRosel Wealth Management’s Citigroup C Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-400
Closed -$34K – 148
2025
Q2 		$34K Hold
400
– – 0.01% 204
2025
Q1 		$28.4K Buy
+400
New +$30.5K 0.01% 199

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MorganRosel Wealth Management's C Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Citigroup (C) in Q3 2025, closing a stake of 400 shares — an estimated $34K sold.

MorganRosel Wealth Management first reported a position in C in Q1 2025 and held it in 2 quarters. The position peaked at $34K in Q2 2025. 2,220 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 400 Citigroup shares in Q3 2025, an estimated $34K.
  • MorganRosel Wealth Management first reported a position in Citigroup in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Citigroup position peaked at $34K in Q2 2025.
  • 2,220 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.