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Pinnacle Private Wealth’s Citizens Financial Group CFG Stock Holding History

Pinnacle Private Wealth’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,685
Closed -$258K – 279
2022
Q1 		$258K Sell
5,685
-1,769
-24% -$90.9K 0.08% 240
2021
Q4 		$352K Buy
+7,454
New +$359K 0.11% 186

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pinnacle Private Wealth's CFG Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 5,685 shares — an estimated $258K sold.

Pinnacle Private Wealth first reported a position in CFG in Q4 2021 and held it in 2 quarters. The position peaked at $352K in Q4 2021. 750 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 5,685 Citizens Financial Group shares in Q2 2022, an estimated $258K.
  • Pinnacle Private Wealth first reported a position in Citizens Financial Group in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's Citizens Financial Group position peaked at $352K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.