Pacific Capital Wealth Advisors’s Citigroup C Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-343	Closed	-$24.1K	–	127
2024 Q4	$24.1K	Hold	343	–	–	﹤0.01%	205
2024 Q3	$21.5K	Hold	343	–	–	﹤0.01%	233
2024 Q2	$21.8K	Buy	343 +205	+149%	+$12.6K	﹤0.01%	221
2024 Q1	$8.73K	Buy	138 +56	+68%	+$3.12K	﹤0.01%	243
2023 Q4	$4.22K	Buy	+82	New	+$3.63K	﹤0.01%	256
2020 Q4	–	Sell	-82	Closed	-$4K	–	85
2020 Q3	$4K	Buy	+82	New	+$4.08K	﹤0.01%	191

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Pacific Capital Wealth Advisors's C Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Citigroup (C) in Q1 2025, closing a stake of 343 shares — an estimated $24.1K sold.

Pacific Capital Wealth Advisors first reported a position in C in Q3 2020 and held it in 6 quarters. The position peaked at $24.1K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 343 Citigroup shares in Q1 2025, an estimated $24.1K.
Pacific Capital Wealth Advisors first reported a position in Citigroup in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Citigroup position peaked at $24.1K in Q4 2024.
2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.