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New Insight Wealth Advisors’s Citigroup C Stock Holding History

New Insight Wealth Advisors’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
2024
Q2 		– Sell
-5,638
Closed -$357K – 85
2024
Q1 		$357K Sell
5,638
-4,790
-46% -$267K 0.22% 54
2023
Q4 		$536K Buy
+10,428
New +$462K 0.36% 42

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New Insight Wealth Advisors's C Position: Q2 2024 in Review

New Insight Wealth Advisors sold out of Citigroup (C) in Q2 2024, closing a stake of 5,638 shares — an estimated $357K sold.

New Insight Wealth Advisors first reported a position in C in Q4 2023 and held it in 2 quarters. The position peaked at $536K in Q4 2023. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

  • New Insight Wealth Advisors reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
  • New Insight Wealth Advisors sold 5,638 Citigroup shares in Q2 2024, an estimated $357K.
  • New Insight Wealth Advisors first reported a position in Citigroup in Q4 2023 and held it in 2 quarters.
  • New Insight Wealth Advisors's Citigroup position peaked at $536K in Q4 2023.
  • 1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on New Insight Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.