Regal Wealth Group’s Citigroup C Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-35	Closed	-$3K	–	80
2021 Q1	$3K	Sell	35 -25	-42%	-$1.67K	﹤0.01%	209
2020 Q4	$4K	Sell	60 -3	-5%	-$152	﹤0.01%	181
2020 Q3	$3K	Hold	63	–	–	﹤0.01%	180
2020 Q2	$3K	Hold	63	–	–	﹤0.01%	175
2020 Q1	$3K	Hold	63	–	–	﹤0.01%	156
2019 Q4	$5K	Hold	63	–	–	﹤0.01%	171
2019 Q3	$4K	Hold	63	–	–	﹤0.01%	152
2019 Q2	$4K	Hold	63	–	–	﹤0.01%	142
2019 Q1	$4K	Hold	63	–	–	﹤0.01%	140
2018 Q4	$3K	Hold	63	–	–	﹤0.01%	140
2018 Q3	$5K	Hold	63	–	–	﹤0.01%	134
2018 Q2	$4K	Hold	63	–	–	﹤0.01%	144
2018 Q1	$4K	Hold	63	–	–	﹤0.01%	149
2017 Q4	$5K	Hold	63	–	–	﹤0.01%	143
2017 Q3	$5K	Hold	63	–	–	﹤0.01%	129
2017 Q2	$4K	Hold	63	–	–	﹤0.01%	134
2017 Q1	$4K	Hold	63	–	–	﹤0.01%	134
2016 Q4	$4K	Hold	63	–	–	﹤0.01%	139
2016 Q3	$3K	Hold	63	–	–	﹤0.01%	166
2016 Q2	$3K	Hold	63	–	–	﹤0.01%	171
2016 Q1	$3K	Hold	63	–	–	﹤0.01%	151
2015 Q4	$3K	Buy	+63	New	+$3.34K	﹤0.01%	144

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Regal Wealth Group's C Position: Q2 2021 in Review

Regal Wealth Group sold out of Citigroup (C) in Q2 2021, closing a stake of 35 shares — an estimated $3K sold.

Regal Wealth Group first reported a position in C in Q4 2015 and held it in 22 quarters. The position peaked at $5K in Q4 2019. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

Regal Wealth Group reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 35 Citigroup shares in Q2 2021, an estimated $3K.
Regal Wealth Group first reported a position in Citigroup in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Citigroup position peaked at $5K in Q4 2019.
1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.