NFP Retirement Inc’s Citigroup C Stock Holding History

NFP Retirement Inc’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 Q3	–	Sell	-3,864	Closed	-$245K	–	286
2024 Q2	$245K	Buy	3,864 +27	+0.7%	+$1.67K	0.02%	249
2024 Q1	$243K	Buy	+3,837	New	+$214K	0.02%	245

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFP Retirement Inc's C Position: Q3 2024 in Review

NFP Retirement Inc sold out of Citigroup (C) in Q3 2024, closing a stake of 3,864 shares — an estimated $245K sold.

NFP Retirement Inc first reported a position in C in Q1 2024 and held it in 2 quarters. The position peaked at $245K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

NFP Retirement Inc reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
NFP Retirement Inc sold 3,864 Citigroup shares in Q3 2024, an estimated $245K.
NFP Retirement Inc first reported a position in Citigroup in Q1 2024 and held it in 2 quarters.
NFP Retirement Inc's Citigroup position peaked at $245K in Q2 2024.
1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on NFP Retirement Inc's 13F filing for Q3 2024, filed 13 Feb 2025.