PCA
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Personal Capital Advisors’s Citigroup C Stock Holding History

Personal Capital 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
2022
Q4 		$6.28M Sell
138,829
-25,852
-16% -$1.17M 0.03% 189
2022
Q3 		$6.86M Buy
164,681
+5,305
+3% +$262K 0.04% 180
2022
Q2 		$7.33M Buy
159,376
+7,471
+5% +$374K 0.04% 182
2022
Q1 		$8.11M Buy
151,905
+145,721
+2,356% +$9M 0.04% 187
2021
Q4 		$372K Sell
6,184
-1
-0% -$66 ﹤0.01% 391
2021
Q3 		$434K Buy
6,185
+458
+8% +$32K ﹤0.01% 329
2021
Q2 		$405K Sell
5,727
-1,869
-25% -$138K ﹤0.01% 344
2021
Q1 		$553K Buy
7,596
+110
+1% +$7.34K ﹤0.01% 294
2020
Q4 		$462K Sell
7,486
-2,063
-22% -$105K ﹤0.01% 312
2020
Q3 		$412K Buy
9,549
+3,015
+46% +$150K ﹤0.01% 300
2020
Q2 		$334K Sell
6,534
-1,909
-23% -$90.6K ﹤0.01% 276
2020
Q1 		$353K Sell
8,443
-644
-7% -$43.2K ﹤0.01% 270
2019
Q4 		$726K Buy
9,087
+3,980
+78% +$294K 0.01% 243
2019
Q3 		$352K Buy
5,107
+521
+11% +$35.4K ﹤0.01% 276
2019
Q2 		$321K Sell
4,586
-187
-4% -$12.5K ﹤0.01% 267
2019
Q1 		$297K Buy
4,773
+296
+7% +$18.4K ﹤0.01% 273
2018
Q4 		$233K Buy
4,477
+784
+21% +$49.6K ﹤0.01% 280
2018
Q3 		$265K Sell
3,693
-863
-19% -$61K ﹤0.01% 259
2018
Q2 		$305K Buy
4,556
+58
+1% +$3.99K ﹤0.01% 238
2018
Q1 		$304K Buy
4,498
+278
+7% +$20.9K ﹤0.01% 221
2017
Q4 		$314K Buy
+4,220
New +$312K 0.01% 205

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's C Position: Q4 2022 in Review

Personal Capital Advisors reduced its Citigroup (C) stake by 16% in Q4 2022, selling an estimated $1.17M and leaving 138,829 shares worth $6.28M. The position accounts for 0.03% of the portfolio, ranked #189.

Personal Capital Advisors first reported a position in C in Q4 2017 and has held it in 21 quarters since. The position peaked at $8.11M in Q1 2022. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • Personal Capital Advisors held 138,829 shares of Citigroup worth $6.28M as of Q4 2022.
  • Personal Capital Advisors sold 25,852 Citigroup shares in Q4 2022, an estimated $1.17M.
  • Citigroup made up 0.03% of Personal Capital Advisors's portfolio in Q4 2022, its #189 holding.
  • Personal Capital Advisors first reported a position in Citigroup in Q4 2017 and has held it in 21 quarters since.
  • Personal Capital Advisors's Citigroup position peaked at $8.11M in Q1 2022.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.