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Private Wealth Advisors (Pennsylvania)’s Citigroup C Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$541K Sell
8,775
-743
-8% -$37.8K 0.31% 63
2020
Q3 		$410K Sell
9,518
-2,062
-18% -$103K 0.26% 65
2020
Q2 		$592K Hold
11,580
– – 0.4% 49
2020
Q1 		$527K Sell
11,580
-825
-7% -$55.4K 0.4% 49
2019
Q4 		$958K Sell
12,405
-1,420
-10% -$105K 0.51% 54
2019
Q3 		$955K Sell
13,825
-60
-0.4% -$4.08K 0.49% 57
2019
Q2 		$972K Buy
13,885
+670
+5% +$44.8K 0.34% 74
2019
Q1 		$822K Buy
13,215
+50
+0.4% +$3.1K 0.31% 80
2018
Q4 		$685K Sell
13,165
-595
-4% -$37.7K 0.3% 81
2018
Q3 		$987K Buy
13,760
+100
+0.7% +$7.07K 0.36% 68
2018
Q2 		$914K Buy
13,660
+185
+1% +$12.7K 0.36% 72
2018
Q1 		$910K Buy
13,475
+204
+2% +$15.3K 0.36% 74
2017
Q4 		$987K Buy
13,271
+1,556
+13% +$115K 0.38% 69
2017
Q3 		$852K Buy
11,715
+1,245
+12% +$85K 0.35% 72
2017
Q2 		$700K Buy
10,470
+5,194
+98% +$319K 0.3% 81
2017
Q1 		$316K Buy
+5,276
New +$312K 0.14% 106
2013
Q3 		– Sell
-32,246
Closed -$1.55M – 114
2013
Q2 		$1.55M Buy
+32,246
New +$1.55M 0.96% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s C Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Citigroup (C) stake by 7.8% in Q4 2020, selling an estimated $37.8K and leaving 8,775 shares worth $541K. The position accounts for 0.31% of the portfolio, ranked #63.

Private Wealth Advisors (Pennsylvania) first reported a position in C in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.55M in Q2 2013. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 8,775 shares of Citigroup worth $541K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 743 Citigroup shares in Q4 2020, an estimated $37.8K.
  • Citigroup made up 0.31% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #63 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Citigroup in Q2 2013 and has held it in 17 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Citigroup position peaked at $1.55M in Q2 2013.
  • 1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.