Piershale Financial Group’s Citigroup C Stock Holding History

Piershale 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
2023 Q2	$20.7K	Hold	450	–	–	0.01%	73
2023 Q1	$21.1K	Hold	450	–	–	0.02%	65
2022 Q4	$20.4K	Buy	+450	New	+$20.4K	0.02%	66
2016 Q4	–	Sell	-10	Closed	–	–	37
2016 Q3	$0	Buy	+10	New	+$455	﹤0.01%	153
2016 Q1	–	Sell	-10	Closed	-$1K	–	149
2015 Q4	$1K	Buy	+10	New	+$531	﹤0.01%	185
2015 Q2	–	Sell	-10	Closed	-$1K	–	112
2015 Q1	$1K	Hold	10	–	–	﹤0.01%	122
2014 Q4	$1K	Buy	+10	New	+$531	﹤0.01%	136
2014 Q2	–	Sell	-10	Closed	–	–	178
2014 Q1	$0	Hold	10	–	–	﹤0.01%	147
2013 Q4	$1K	Buy	+10	New	+$506	﹤0.01%	124

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Piershale Financial Group's C Position: Q2 2023 in Review

Piershale Financial Group held its Citigroup (C) position steady in Q2 2023 at 450 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #73.

Piershale Financial Group first reported a position in C in Q4 2013 and has held it in 9 quarters since. The position peaked at $21.1K in Q1 2023. 1,611 funds tracked by Wall St. Rank hold C as of Q2 2023.

Piershale Financial Group held 450 shares of Citigroup worth $20.7K as of Q2 2023.
Piershale Financial Group left its Citigroup share count unchanged in Q2 2023.
Citigroup made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #73 holding.
Piershale Financial Group first reported a position in Citigroup in Q4 2013 and has held it in 9 quarters since.
Piershale Financial Group's Citigroup position peaked at $21.1K in Q1 2023.
1,611 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.