MPS Loria Financial Planners’s Citigroup C Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-284	Closed	-$20K	–	165
2021 Q1	$20K	Buy	284 +1	+0.4%	+$67	0.01%	238
2020 Q4	$17K	Buy	283 +161	+132%	+$8.18K	0.01%	248
2020 Q3	$5K	Buy	122 +1	+0.8%	+$50	﹤0.01%	272
2020 Q2	$6K	Buy	+121	New	+$5.74K	﹤0.01%	272
2017 Q3	–	Sell	-214	Closed	-$15K	–	117
2017 Q2	$15K	Buy	+214	New	+$13.1K	0.01%	257

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MPS Loria Financial Planners's C Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Citigroup (C) in Q2 2021, closing a stake of 284 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in C in Q2 2017 and held it in 5 quarters. The position peaked at $20K in Q1 2021. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

MPS Loria Financial Planners reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 284 Citigroup shares in Q2 2021, an estimated $20K.
MPS Loria Financial Planners first reported a position in Citigroup in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Citigroup position peaked at $20K in Q1 2021.
1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.