PFG
C icon

Peterson Financial Group’s Citigroup C Stock Holding History

Peterson Financial Group’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
Q3 		$13.1K Buy
+209
New +$12.9K 0.05% 181
2022
Q3 		– Sell
-22,267
Closed -$1.02M – 76
2022
Q2 		$1.02M Buy
22,267
+2,084
+10% +$104K 0.96% 43
2022
Q1 		$1.08M Buy
20,183
+1,421
+8% +$87.8K 0.89% 48
2021
Q4 		$1.13M Buy
+18,762
New +$1.25M 0.92% 46

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peterson Financial Group's C Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Citigroup (C) in Q3 2024: 209 shares worth $13.1K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in C as recently as Q2 2022.

Peterson Financial Group first reported a position in C in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2021. 1,790 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Peterson Financial Group held 209 shares of Citigroup worth $13.1K as of Q3 2024.
  • Citigroup was a new Peterson Financial Group position in Q3 2024.
  • Citigroup made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #181 holding.
  • Peterson Financial Group first reported a position in Citigroup in Q4 2021 and has held it in 4 quarters since.
  • Peterson Financial Group's Citigroup position peaked at $1.13M in Q4 2021.
  • 1,790 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.