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Point View Wealth Management’s Citigroup C Stock Holding History

Point View Wealth Management’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
2020
Q4 		$2.17M Buy
35,129
+508
+1% +$25.8K 0.88% 28
2020
Q3 		$1.49M Buy
34,621
+50
+0.1% +$2.49K 0.71% 40
2020
Q2 		$1.77M Sell
34,571
-573
-2% -$27.2K 0.85% 30
2020
Q1 		$1.48M Buy
35,144
+2,051
+6% +$138K 0.81% 30
2019
Q4 		$2.64M Buy
33,093
+619
+2% +$45.7K 1.1% 15
2019
Q3 		$2.24M Sell
32,474
-4,355
-12% -$296K 1.02% 21
2019
Q2 		$2.58M Sell
36,829
-618
-2% -$41.4K 1.1% 15
2019
Q1 		$2.33M Buy
37,447
+17
+0% +$1.06K 1.04% 21
2018
Q4 		$1.95M Buy
37,430
+2,050
+6% +$130K 0.98% 24
2018
Q3 		$2.54M Buy
35,380
+1,833
+5% +$130K 1.13% 15
2018
Q2 		$2.25M Buy
33,547
+597
+2% +$41.1K 1.04% 18
2018
Q1 		$2.22M Buy
32,950
+262
+0.8% +$19.7K 1.07% 16
2017
Q4 		$2.43M Sell
32,688
-476
-1% -$35.2K 1.15% 14
2017
Q3 		$2.41M Sell
33,164
-653
-2% -$44.6K 1.16% 13
2017
Q2 		$2.26M Buy
33,817
+1,722
+5% +$106K 1.11% 17
2017
Q1 		$1.92M Buy
32,095
+3,209
+11% +$190K 0.99% 18
2016
Q4 		$1.72M Sell
28,886
-584
-2% -$31.5K 0.99% 20
2016
Q3 		$1.39M Buy
29,470
+1,216
+4% +$55.3K 0.83% 34
2016
Q2 		$1.2M Buy
28,254
+695
+3% +$30.7K 0.73% 38
2016
Q1 		$1.15M Sell
27,559
-224,673
-89% -$9.39M 0.74% 36
2015
Q4 		$1.3M Buy
252,232
+226,991
+899% +$12M 0.94% 28
2015
Q3 		$1.25M Buy
25,241
+1,455
+6% +$79.5K 1% 27
2015
Q2 		$1.31M Buy
23,786
+1,064
+5% +$57.9K 1.02% 25
2015
Q1 		$1.17M Buy
22,722
+2,714
+14% +$138K 0.9% 32
2014
Q4 		$1.08M Buy
20,008
+2,754
+16% +$146K 0.81% 36
2014
Q3 		$894K Buy
17,254
+3,277
+23% +$165K 0.76% 38
2014
Q2 		$658K Buy
13,977
+448
+3% +$21.3K 0.57% 61
2014
Q1 		$644K Buy
13,529
+857
+7% +$42.7K 0.59% 60
2013
Q4 		$660K Buy
+12,672
New +$641K 0.63% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Point View Wealth Management's C Position: Q4 2020 in Review

Point View Wealth Management increased its Citigroup (C) stake by 1.5% in Q4 2020, buying an estimated $25.8K and bringing the position to 35,129 shares worth $2.17M. The position accounts for 0.88% of the portfolio, ranked #28.

Point View Wealth Management first reported a position in C in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.64M in Q4 2019. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

  • Point View Wealth Management held 35,129 shares of Citigroup worth $2.17M as of Q4 2020.
  • Point View Wealth Management bought 508 Citigroup shares in Q4 2020, an estimated $25.8K.
  • Citigroup made up 0.88% of Point View Wealth Management's portfolio in Q4 2020, its #28 holding.
  • Point View Wealth Management first reported a position in Citigroup in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Citigroup position peaked at $2.64M in Q4 2019.
  • 1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.