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Red Door Wealth Management’s Citizens Financial Group CFG Stock Holding History

Red Door Wealth Management’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
2021
Q3 		– Sell
-669
Closed -$30K – 236
2021
Q2 		$30K Buy
+669
New +$31.6K 0.01% 307
2020
Q3 		– Sell
-669
Closed -$16K – 156
2020
Q2 		$16K Hold
669
– – 0.01% 266
2020
Q1 		$12K Buy
+669
New +$21.8K 0.01% 273

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Red Door Wealth Management's CFG Position: Q3 2021 in Review

Red Door Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2021, closing a stake of 669 shares — an estimated $30K sold.

Red Door Wealth Management first reported a position in CFG in Q1 2020 and held it in 3 quarters. The position peaked at $30K in Q2 2021. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

  • Red Door Wealth Management reported no remaining Citizens Financial Group position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 669 Citizens Financial Group shares in Q3 2021, an estimated $30K.
  • Red Door Wealth Management first reported a position in Citizens Financial Group in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Citizens Financial Group position peaked at $30K in Q2 2021.
  • 702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.