Pursue Wealth Partners’s Citigroup C Stock Holding History

Pursue Wealth Partners’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
2023 Q2	–	Sell	-20,552	Closed	-$964K	–	100
2023 Q1	$964K	Sell	20,552 -2,565	-11%	-$126K	0.66%	44
2022 Q4	$1.05M	Sell	23,117 -2,702	-10%	-$123K	0.81%	40
2022 Q3	$1.08M	Sell	25,819 -16,608	-39%	-$821K	0.77%	38
2022 Q2	$1.95M	Buy	42,427 +31,017	+272%	+$1.55M	1.24%	28
2022 Q1	$571K	Hold	11,410	–	–	0.24%	79
2021 Q4	$689K	Buy	+11,410	New	+$759K	0.27%	76

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pursue Wealth Partners's C Position: Q2 2023 in Review

Pursue Wealth Partners sold out of Citigroup (C) in Q2 2023, closing a stake of 20,552 shares — an estimated $964K sold.

Pursue Wealth Partners first reported a position in C in Q4 2021 and held it in 6 quarters. The position peaked at $1.95M in Q2 2022. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

Pursue Wealth Partners reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
Pursue Wealth Partners sold 20,552 Citigroup shares in Q2 2023, an estimated $964K.
Pursue Wealth Partners first reported a position in Citigroup in Q4 2021 and held it in 6 quarters.
Pursue Wealth Partners's Citigroup position peaked at $1.95M in Q2 2022.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Pursue Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.