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Mosaic Family Wealth’s Citigroup C Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-900
Closed -$60K – 917
2017
Q2 		$60K Hold
900
– – 0.03% 305
2017
Q1 		$54K Buy
+900
New +$53.2K 0.02% 312

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mosaic Family Wealth's C Position: Q4 2021 in Review

Mosaic Family Wealth increased its Citigroup (C) stake by 6.8% in Q4 2021, buying an estimated $27.4K and bringing the position to 6,446 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #118.

Mosaic Family Wealth first reported a position in C in Q4 2015 and has held it in 16 quarters since. The position peaked at $778K in Q2 2017. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

  • Mosaic Family Wealth held 6,446 shares of Citigroup worth $389K as of Q4 2021.
  • Mosaic Family Wealth bought 412 Citigroup shares in Q4 2021, an estimated $27.4K.
  • Citigroup made up 0.1% of Mosaic Family Wealth's portfolio in Q4 2021, its #118 holding.
  • Mosaic Family Wealth first reported a position in Citigroup in Q4 2015 and has held it in 16 quarters since.
  • Mosaic Family Wealth's Citigroup position peaked at $778K in Q2 2017.
  • 1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.