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Oxler Private Wealth’s Citigroup C Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-750
Closed -$31.3K – 120
2022
Q3 		$31.3K Buy
750
+7
+0.9% +$346 0.02% 251
2022
Q2 		$34.2K Buy
+743
New +$37.2K 0.02% 169
2021
Q1 		– Sell
-925
Closed -$49K – 134
2020
Q4 		$49K Buy
+925
New +$47K 0.03% 161

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oxler Private Wealth's C Position: Q4 2022 in Review

Oxler Private Wealth sold out of Citigroup (C) in Q4 2022, closing a stake of 750 shares — an estimated $31.3K sold.

Oxler Private Wealth first reported a position in C in Q4 2020 and held it in 3 quarters. The position peaked at $49K in Q4 2020. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • Oxler Private Wealth reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 750 Citigroup shares in Q4 2022, an estimated $31.3K.
  • Oxler Private Wealth first reported a position in Citigroup in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Citigroup position peaked at $49K in Q4 2020.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.