RFA
C icon

Resurgent Financial Advisors’s Citigroup C Stock Holding History

Resurgent Financial Advisors’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
Q2 		– Sell
-3,636
Closed -$230K – 179
2024
Q1 		$230K Sell
3,636
-1,518
-29% -$84.5K 0.12% 166
2023
Q4 		$265K Sell
5,154
-1,922
-27% -$85.1K 0.16% 140
2023
Q3 		$291K Sell
7,076
-687
-9% -$30.2K 0.2% 114
2023
Q2 		$357K Buy
7,763
+1,303
+20% +$61K 0.24% 96
2023
Q1 		$303K Sell
6,460
-447
-6% -$21.9K 0.2% 105
2022
Q4 		$312K Buy
6,907
+882
+15% +$40.1K 0.16% 139
2022
Q3 		$251K Buy
+6,025
New +$298K 0.17% 153

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Resurgent Financial Advisors's C Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Citigroup (C) in Q2 2024, closing a stake of 3,636 shares — an estimated $230K sold.

Resurgent Financial Advisors first reported a position in C in Q3 2022 and held it in 7 quarters. The position peaked at $357K in Q2 2023. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining Citigroup position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,636 Citigroup shares in Q2 2024, an estimated $230K.
  • Resurgent Financial Advisors first reported a position in Citigroup in Q3 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Citigroup position peaked at $357K in Q2 2023.
  • 1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.