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Professional Planning’s Citigroup C Stock Holding History

Professional Planning’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
2021
Q3 		$448K Buy
6,391
+809
+14% +$56.5K 0.21% 72
2021
Q2 		$394K Buy
+5,582
New +$413K 0.18% 85

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Professional Planning's C Position: Q3 2021 in Review

Professional Planning increased its Citigroup (C) stake by 14% in Q3 2021, buying an estimated $56.5K and bringing the position to 6,391 shares worth $448K. The position accounts for 0.21% of the portfolio, ranked #72.

Professional Planning first reported a position in C in Q2 2021 and has held it in 2 quarters since. 1,727 funds tracked by Wall St. Rank hold C as of Q3 2021.

  • Professional Planning held 6,391 shares of Citigroup worth $448K as of Q3 2021.
  • Professional Planning bought 809 Citigroup shares in Q3 2021, an estimated $56.5K.
  • Citigroup made up 0.21% of Professional Planning's portfolio in Q3 2021, its #72 holding.
  • Professional Planning first reported a position in Citigroup in Q2 2021 and has held it in 2 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Citigroup as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.