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Price Wealth’s Citizens Financial Group CFG Stock Holding History

Price Wealth’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
Q3 		$65K Buy
+2,576
New +$65.3K 0.02% 122
2020
Q2 		– Sell
-38
Closed -$1K – 430
2020
Q1 		$1K Buy
+38
New +$1.24K ﹤0.01% 288

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Price Wealth's CFG Position: Q3 2020 in Review

Price Wealth opened a new position in Citizens Financial Group (CFG) in Q3 2020: 2,576 shares worth $65K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Price Wealth previously reported a position in CFG as recently as Q1 2020.

Price Wealth first reported a position in CFG in Q1 2020 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

  • Price Wealth held 2,576 shares of Citizens Financial Group worth $65K as of Q3 2020.
  • Citizens Financial Group was a new Price Wealth position in Q3 2020.
  • Citizens Financial Group made up 0.02% of Price Wealth's portfolio in Q3 2020, its #122 holding.
  • Price Wealth first reported a position in Citizens Financial Group in Q1 2020 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.