Polaris Wealth Advisory Group’s Citigroup C Stock Holding History

Polaris Wealth Advisory Group’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
2021 Q4	–	Sell	-528,482	Closed	-$38.2M	–	178
2021 Q3	$38.2M	Buy	+528,482	New	+$36.9M	2.28%	8
2020 Q3	–	Sell	-89,258	Closed	-$4.49M	–	158
2020 Q2	$4.49M	Buy	+89,258	New	+$4.23M	0.36%	61
2018 Q4	–	Sell	-514	Closed	-$37K	–	186
2018 Q3	$37K	Sell	514 -189,299	-100%	-$13.4M	﹤0.01%	271
2018 Q2	$12.8M	Sell	189,813 -646	-0.3%	-$44.5K	1.08%	45
2018 Q1	$12.9M	Buy	190,459 +5,633	+3%	+$423K	1.05%	45
2017 Q4	$13.8M	Buy	184,826 +6,266	+4%	+$463K	1.13%	45
2017 Q3	$13M	Buy	+178,560	New	+$12.2M	1.14%	41
2014 Q2	–	Sell	-839	Closed	-$40K	–	84
2014 Q1	$40K	Buy	+839	New	+$41.8K	0.01%	104

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polaris Wealth Advisory Group's C Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of Citigroup (C) in Q4 2021, closing a stake of 528,482 shares — an estimated $38.2M sold.

Polaris Wealth Advisory Group first reported a position in C in Q1 2014 and held it in 8 quarters. The position peaked at $38.2M in Q3 2021. 1,840 funds tracked by Wall St. Rank hold C as of Q4 2021.

Polaris Wealth Advisory Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 528,482 Citigroup shares in Q4 2021, an estimated $38.2M.
Polaris Wealth Advisory Group first reported a position in Citigroup in Q1 2014 and held it in 8 quarters.
Polaris Wealth Advisory Group's Citigroup position peaked at $38.2M in Q3 2021.
1,840 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.