PWM
C icon

Palumbo Wealth Management’s Citigroup C Stock Holding History

Palumbo Wealth Management’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
-4,749
Closed -$297K – 176
2024
Q3 		$297K Buy
+4,749
New +$294K 0.12% 115

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

Palumbo Wealth Management's C Position: Q4 2024 in Review

Palumbo Wealth Management sold out of Citigroup (C) in Q4 2024, closing a stake of 4,749 shares — an estimated $297K sold.

Palumbo Wealth Management first reported a position in C in Q3 2024 and held it in 1 quarter. The position peaked at $297K in Q3 2024. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Palumbo Wealth Management reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 4,749 Citigroup shares in Q4 2024, an estimated $297K.
  • Palumbo Wealth Management first reported a position in Citigroup in Q3 2024 and held it in 1 quarter.
  • Palumbo Wealth Management's Citigroup position peaked at $297K in Q3 2024.
  • 1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.