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Realta Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Realta Investment Advisors’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
2023
Q1 		– Sell
-1,452
Closed -$57.2K – 469
2022
Q4 		$57.2K Buy
1,452
+252
+21% +$9.84K 0.01% 544
2022
Q3 		$41K Buy
+1,200
New +$44.4K 0.01% 547
2020
Q1 		– Sell
-300
Closed -$12K – 463
2019
Q4 		$12K Sell
300
-1,525
-84% -$57.1K ﹤0.01% 1076
2019
Q3 		$65K Sell
1,825
-230
-11% -$8.03K 0.02% 601
2019
Q2 		$73K Buy
2,055
+333
+19% +$11.6K 0.02% 582
2019
Q1 		$57K Buy
+1,722
New +$59.7K 0.03% 514

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's CFG Position: Q1 2023 in Review

Realta Investment Advisors sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 1,452 shares — an estimated $57.2K sold.

Realta Investment Advisors first reported a position in CFG in Q1 2019 and held it in 6 quarters. The position peaked at $73K in Q2 2019. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Realta Investment Advisors reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,452 Citizens Financial Group shares in Q1 2023, an estimated $57.2K.
  • Realta Investment Advisors first reported a position in Citizens Financial Group in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Citizens Financial Group position peaked at $73K in Q2 2019.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.