Nauset Wealth Management’s Citigroup C Stock Holding History

Nauset 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
2022 Q1	$80K	Buy	+1,500	New	+$92.7K	0.06%	94

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Nauset Wealth Management's C Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Citigroup (C) in Q1 2022: 1,500 shares worth $80K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

1,762 funds tracked by Wall St. Rank hold C as of Q1 2022.

Nauset Wealth Management held 1,500 shares of Citigroup worth $80K as of Q1 2022.
Citigroup was a new Nauset Wealth Management position in Q1 2022.
Citigroup made up 0.06% of Nauset Wealth Management's portfolio in Q1 2022, its #94 holding.
1,762 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.