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MPS Loria Financial Planners’s Citizens Financial Group CFG Stock Holding History

MPS Loria Financial Planners’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41
Closed -$1K – 180
2021
Q1 		$1K Hold
41
– – ﹤0.01% 476
2020
Q4 		$1K Buy
+41
New +$1.29K ﹤0.01% 515

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MPS Loria Financial Planners sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 41 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in CFG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 41 Citizens Financial Group shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Citizens Financial Group in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Citizens Financial Group position peaked at $1K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

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