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Retirement Group’s Citigroup C Stock Holding History

Retirement 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
Q1 		$4.74K Hold
75
– – ﹤0.01% 570
2023
Q4 		$3.86K Hold
75
– – ﹤0.01% 562
2023
Q3 		$3.08K Sell
75
-27
-26% -$1.19K ﹤0.01% 537
2023
Q2 		$4.7K Hold
102
– – ﹤0.01% 520
2023
Q1 		$5K Buy
102
+75
+278% +$3.68K ﹤0.01% 480
2022
Q4 		$1K Hold
27
– – ﹤0.01% 559
2022
Q3 		$1K Buy
+27
New +$1.33K ﹤0.01% 430
2020
Q4 		– Sell
-23
Closed -$1K – 654
2020
Q3 		$1K Hold
23
– – ﹤0.01% 589
2020
Q2 		$1K Buy
+23
New +$1.09K ﹤0.01% 572

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Group's C Position: Q1 2024 in Review

Retirement Group held its Citigroup (C) position steady in Q1 2024 at 75 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Retirement Group first reported a position in C in Q2 2020 and has held it in 9 quarters since. The position peaked at $5K in Q1 2023. 1,774 funds tracked by Wall St. Rank hold C as of Q1 2024.

  • Retirement Group held 75 shares of Citigroup worth $4.74K as of Q1 2024.
  • Retirement Group left its Citigroup share count unchanged in Q1 2024.
  • Citigroup made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #570 holding.
  • Retirement Group first reported a position in Citigroup in Q2 2020 and has held it in 9 quarters since.
  • Retirement Group's Citigroup position peaked at $5K in Q1 2023.
  • 1,774 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.