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Professional Financial Advisors’s Citigroup C Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-74
Closed -$3K – 129
2022
Q3 		$3K Hold
74
– – ﹤0.01% 407
2022
Q2 		$3K Hold
74
– – ﹤0.01% 402
2022
Q1 		$4K Hold
74
– – ﹤0.01% 385
2021
Q4 		$4K Hold
74
– – ﹤0.01% 393
2021
Q3 		$5K Hold
74
– – ﹤0.01% 315
2021
Q2 		$5K Hold
74
– – ﹤0.01% 322
2021
Q1 		$5K Hold
74
– – ﹤0.01% 284
2020
Q4 		$5K Hold
74
– – ﹤0.01% 284
2020
Q3 		$3K Buy
+74
New +$3.69K ﹤0.01% 297

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Professional Financial Advisors's C Position: Q4 2022 in Review

Professional Financial Advisors sold out of Citigroup (C) in Q4 2022, closing a stake of 74 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in C in Q3 2020 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • Professional Financial Advisors reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 74 Citigroup shares in Q4 2022, an estimated $3K.
  • Professional Financial Advisors first reported a position in Citigroup in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Citigroup position peaked at $5K in Q3 2021.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.