Personal Wealth Partners’s Citigroup C Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-232	Closed	-$16K	–	123
2021 Q2	$16K	Buy	+232	New	+$17.2K	0.01%	229
2020 Q1	–	Sell	-473	Closed	-$38K	–	136
2019 Q4	$38K	Hold	473	–	–	0.02%	158
2019 Q3	$33K	Buy	473 +93	+24%	+$6.33K	0.02%	166
2019 Q2	$27K	Buy	+380	New	+$25.4K	0.01%	164

Other funds holding C

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Personal Wealth Partners's C Position: Q3 2021 in Review

Personal Wealth Partners sold out of Citigroup (C) in Q3 2021, closing a stake of 232 shares — an estimated $16K sold.

Personal Wealth Partners first reported a position in C in Q2 2019 and held it in 4 quarters. The position peaked at $38K in Q4 2019. 1,727 funds tracked by Wall St. Rank hold C as of Q3 2021.

Personal Wealth Partners reported no remaining Citigroup position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 232 Citigroup shares in Q3 2021, an estimated $16K.
Personal Wealth Partners first reported a position in Citigroup in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Citigroup position peaked at $38K in Q4 2019.
1,727 funds tracked by Wall St. Rank held Citigroup as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.