Peak Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Peak Financial Advisors’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,361	Closed	-$631K	–	85
2021 Q4	$631K	Buy	13,361 +3,965	+42%	+$191K	0.49%	42
2021 Q3	$441K	Buy	9,396 +2,667	+40%	+$117K	0.39%	44
2021 Q2	$309K	Buy	6,729 +1,047	+18%	+$49.4K	0.27%	63
2021 Q1	$251K	Buy	+5,682	New	+$236K	0.21%	62

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Peak Financial Advisors's CFG Position: Q1 2022 in Review

Peak Financial Advisors sold out of Citizens Financial Group (CFG) in Q1 2022, closing a stake of 13,361 shares — an estimated $631K sold.

Peak Financial Advisors first reported a position in CFG in Q1 2021 and held it in 4 quarters. The position peaked at $631K in Q4 2021. 759 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

Peak Financial Advisors reported no remaining Citizens Financial Group position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 13,361 Citizens Financial Group shares in Q1 2022, an estimated $631K.
Peak Financial Advisors first reported a position in Citizens Financial Group in Q1 2021 and held it in 4 quarters.
Peak Financial Advisors's Citizens Financial Group position peaked at $631K in Q4 2021.
759 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.