Reilly Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Reilly Financial 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
2021 Q4	$95K	Buy	2,000 +1,885	+1,639%	+$90.8K	0.01%	296
2021 Q3	$5K	Buy	+115	New	+$5.05K	﹤0.01%	737
2020 Q1	–	Sell	-625	Closed	-$25K	–	888
2019 Q4	$25K	Hold	625	–	–	﹤0.01%	454
2019 Q3	$22K	Hold	625	–	–	﹤0.01%	480
2019 Q2	$22K	Sell	625 -1,312	-68%	-$45.7K	﹤0.01%	509
2019 Q1	$63K	Buy	1,937 +11	+0.6%	+$381	0.01%	304
2018 Q4	$57K	Buy	1,926 +10	+0.5%	+$351	0.01%	305
2018 Q3	$74K	Buy	1,916 +1,291	+207%	+$52.1K	0.01%	294
2018 Q2	$24K	Hold	625	–	–	﹤0.01%	450
2018 Q1	$26K	Buy	+625	New	+$28.1K	﹤0.01%	413

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Reilly Financial Advisors's CFG Position: Q4 2021 in Review

Reilly Financial Advisors increased its Citizens Financial Group (CFG) stake by 1,639% in Q4 2021, buying an estimated $90.8K and bringing the position to 2,000 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #296.

Reilly Financial Advisors first reported a position in CFG in Q1 2018 and has held it in 10 quarters since. 749 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

Reilly Financial Advisors held 2,000 shares of Citizens Financial Group worth $95K as of Q4 2021.
Reilly Financial Advisors bought 1,885 Citizens Financial Group shares in Q4 2021, an estimated $90.8K.
Citizens Financial Group made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #296 holding.
Reilly Financial Advisors first reported a position in Citizens Financial Group in Q1 2018 and has held it in 10 quarters since.
749 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.