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Precision Wealth Strategies’s Citizens Financial Group CFG Stock Holding History

Precision Wealth Strategies’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
2022
Q4 		– Sell
-7,608
Closed -$300K – 114
2022
Q3 		$300K Sell
7,608
-927
-11% -$34.3K 0.26% 85
2022
Q2 		$302K Buy
8,535
+341
+4% +$13.5K 0.24% 99
2022
Q1 		$371K Sell
8,194
-2,672
-25% -$137K 0.22% 96
2021
Q4 		$513K Buy
10,866
+1,496
+16% +$72.1K 0.37% 81
2021
Q3 		$440K Buy
9,370
+4,397
+88% +$193K 0.34% 71
2021
Q2 		$228K Buy
+4,973
New +$235K 0.2% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Precision Wealth Strategies's CFG Position: Q4 2022 in Review

Precision Wealth Strategies sold out of Citizens Financial Group (CFG) in Q4 2022, closing a stake of 7,608 shares — an estimated $300K sold.

Precision Wealth Strategies first reported a position in CFG in Q2 2021 and held it in 6 quarters. The position peaked at $513K in Q4 2021. 771 funds tracked by Wall St. Rank hold CFG as of Q4 2022.

  • Precision Wealth Strategies reported no remaining Citizens Financial Group position as of Q4 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 7,608 Citizens Financial Group shares in Q4 2022, an estimated $300K.
  • Precision Wealth Strategies first reported a position in Citizens Financial Group in Q2 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's Citizens Financial Group position peaked at $513K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2022.

Based on Precision Wealth Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.