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Planned Solutions’s Citigroup C Stock Holding History

Planned Solutions’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
Q4 		– Sell
-832
Closed -$52.1K – 184
2024
Q3 		$52.1K Buy
+832
New +$51.5K 0.02% 299
2024
Q1 		– Sell
-1,832
Closed -$94.2K – 158
2023
Q4 		$94.2K Buy
+1,832
New +$81.1K 0.04% 194
2021
Q1 		– Sell
-1,732
Closed -$107K – 111
2020
Q4 		$107K Buy
1,732
+232
+15% +$11.8K 0.09% 93
2020
Q3 		$65K Buy
+1,500
New +$74.7K 0.06% 115

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's C Position: Q4 2024 in Review

Planned Solutions sold out of Citigroup (C) in Q4 2024, closing a stake of 832 shares — an estimated $52.1K sold.

Planned Solutions first reported a position in C in Q3 2020 and held it in 4 quarters. The position peaked at $107K in Q4 2020. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Planned Solutions reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 832 Citigroup shares in Q4 2024, an estimated $52.1K.
  • Planned Solutions first reported a position in Citigroup in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Citigroup position peaked at $107K in Q4 2020.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.