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Northwest Financial Advisors’s Citigroup C Stock Holding History

Northwest Financial 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
Q4 		– Sell
-58
Closed -$3.63K – 170
2024
Q3 		$3.63K Buy
+58
New +$3.59K ﹤0.01% 464
2024
Q1 		– Sell
-63
Closed -$3.26K – 146
2023
Q4 		$3.26K Buy
+63
New +$2.79K ﹤0.01% 464

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest Financial Advisors's C Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Citigroup (C) in Q4 2024, closing a stake of 58 shares — an estimated $3.63K sold.

Northwest Financial Advisors first reported a position in C in Q4 2023 and held it in 2 quarters. The position peaked at $3.63K in Q3 2024. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 58 Citigroup shares in Q4 2024, an estimated $3.63K.
  • Northwest Financial Advisors first reported a position in Citigroup in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Citigroup position peaked at $3.63K in Q3 2024.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.