Phoenix Wealth Advisors’s Citigroup C Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-389	Closed	-$27K	–	155
2021 Q3	$27K	Sell	389 -38	-9%	-$2.66K	0.02%	238
2021 Q2	$29K	Hold	427	–	–	0.02%	225
2021 Q1	$31K	Sell	427 -300	-41%	-$20K	0.02%	221
2020 Q4	$45K	Buy	+727	New	+$37K	0.03%	193

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Phoenix Wealth Advisors's C Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Citigroup (C) in Q4 2021, closing a stake of 389 shares — an estimated $27K sold.

Phoenix Wealth Advisors first reported a position in C in Q4 2020 and held it in 4 quarters. The position peaked at $45K in Q4 2020. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 389 Citigroup shares in Q4 2021, an estimated $27K.
Phoenix Wealth Advisors first reported a position in Citigroup in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Citigroup position peaked at $45K in Q4 2020.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.