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Redwood Wealth Management Group’s Citigroup C Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-2,285
Closed -$145K – 308
2024
Q2 		$145K Buy
+2,285
New +$141K 0.11% 150

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Wealth Management Group's C Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Citigroup (C) in Q3 2024, closing a stake of 2,285 shares — an estimated $145K sold.

Redwood Wealth Management Group first reported a position in C in Q2 2024 and held it in 1 quarter. The position peaked at $145K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,285 Citigroup shares in Q3 2024, an estimated $145K.
  • Redwood Wealth Management Group first reported a position in Citigroup in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Citigroup position peaked at $145K in Q2 2024.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.