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Prepared Retirement Institute’s Citigroup C Stock Holding History

Prepared Retirement Institute’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
Q1 		– Sell
-4,055
Closed -$209K – 73
2023
Q4 		$209K Buy
+4,055
New +$180K 0.16% 70

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prepared Retirement Institute's C Position: Q1 2024 in Review

Prepared Retirement Institute sold out of Citigroup (C) in Q1 2024, closing a stake of 4,055 shares — an estimated $209K sold.

Prepared Retirement Institute first reported a position in C in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 1,774 funds tracked by Wall St. Rank hold C as of Q1 2024.

  • Prepared Retirement Institute reported no remaining Citigroup position as of Q1 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 4,055 Citigroup shares in Q1 2024, an estimated $209K.
  • Prepared Retirement Institute first reported a position in Citigroup in Q4 2023 and held it in 1 quarter.
  • Prepared Retirement Institute's Citigroup position peaked at $209K in Q4 2023.
  • 1,774 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on Prepared Retirement Institute's 13F filing for Q1 2024, filed 13 Feb 2025.