RG
CFG icon

Retirement Group’s Citizens Financial Group CFG Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-22
Closed -$1K – 528
2022
Q2 		$1K Sell
22
-75
-77% -$2.96K ﹤0.01% 666
2022
Q1 		$4K Buy
97
+75
+341% +$3.85K ﹤0.01% 558
2021
Q4 		$1K Hold
22
– – ﹤0.01% 643
2021
Q3 		$1K Hold
22
– – ﹤0.01% 559
2021
Q2 		$1K Hold
22
– – ﹤0.01% 599
2021
Q1 		$1K Hold
22
– – ﹤0.01% 664
2020
Q4 		$0 Hold
22
– – ﹤0.01% 657
2020
Q3 		$1K Hold
22
– – ﹤0.01% 590
2020
Q2 		$1K Buy
+22
New +$499 ﹤0.01% 573
2019
Q4 		$1K Buy
+22
New +$823 ﹤0.01% 577

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Retirement Group's CFG Position: Q3 2022 in Review

Retirement Group sold out of Citizens Financial Group (CFG) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

Retirement Group first reported a position in CFG in Q4 2019 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 732 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

  • Retirement Group reported no remaining Citizens Financial Group position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 22 Citizens Financial Group shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Citizens Financial Group in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Citizens Financial Group position peaked at $4K in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.