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

Pinnacle Wealth Advisors’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
2021
Q2 		$28K Buy
+600
New +$28.3K ﹤0.01% 421

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Pinnacle Wealth Advisors's CFG Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2021: 600 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • Pinnacle Wealth Advisors held 600 shares of Citizens Financial Group worth $28K as of Q2 2021.
  • Citizens Financial Group was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Citizens Financial Group made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #421 holding.
  • 695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.