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Point View Wealth Management’s Citizens Financial Group CFG Stock Holding History

Point View Wealth Management’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
2020
Q4 		$212K Buy
+5,925
New +$186K 0.09% 247
2020
Q1 		– Sell
-5,636
Closed -$229K – 256
2019
Q4 		$229K Buy
+5,636
New +$211K 0.09% 232

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Point View Wealth Management opened a new position in Citizens Financial Group (CFG) in Q4 2020: 5,925 shares worth $212K. The stake represents 0.09% of the portfolio and ranks #247 among its holdings. This is a return to the name: Point View Wealth Management previously reported a position in CFG as recently as Q4 2019.

Point View Wealth Management first reported a position in CFG in Q4 2019 and has held it in 2 quarters since. The position peaked at $229K in Q4 2019. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Point View Wealth Management held 5,925 shares of Citizens Financial Group worth $212K as of Q4 2020.
  • Citizens Financial Group was a new Point View Wealth Management position in Q4 2020.
  • Citizens Financial Group made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #247 holding.
  • Point View Wealth Management first reported a position in Citizens Financial Group in Q4 2019 and has held it in 2 quarters since.
  • Point View Wealth Management's Citizens Financial Group position peaked at $229K in Q4 2019.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

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