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Red Tortoise LLC’s Citizens Financial Group CFG Stock Holding History

Red Tortoise LLC’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
-583
Closed -$23K – 567
2022
Q4 		$23K Buy
+583
New +$22.8K 0.02% 167
2021
Q4 		– Sell
-521
Closed -$18K – 140
2021
Q3 		$18K Buy
+521
New +$22.9K 0.01% 169

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

Red Tortoise LLC's CFG Position: Q1 2023 in Review

Red Tortoise LLC sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 583 shares — an estimated $23K sold.

Red Tortoise LLC first reported a position in CFG in Q3 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2022. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Red Tortoise LLC reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 583 Citizens Financial Group shares in Q1 2023, an estimated $23K.
  • Red Tortoise LLC first reported a position in Citizens Financial Group in Q3 2021 and held it in 2 quarters.
  • Red Tortoise LLC's Citizens Financial Group position peaked at $23K in Q4 2022.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.