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Retirement Planning Company of New England’s Citizens Financial Group CFG Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-1,695
Closed -$80K – 321
2021
Q4 		$80K Buy
+1,695
New +$81.6K 0.04% 335

Other funds holding CFG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Planning Company of New England's CFG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Citizens Financial Group (CFG) in Q1 2022, closing a stake of 1,695 shares — an estimated $80K sold.

Retirement Planning Company of New England first reported a position in CFG in Q4 2021 and held it in 1 quarter. The position peaked at $80K in Q4 2021. 760 funds tracked by Wall St. Rank hold CFG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Citizens Financial Group position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,695 Citizens Financial Group shares in Q1 2022, an estimated $80K.
  • Retirement Planning Company of New England first reported a position in Citizens Financial Group in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Citizens Financial Group position peaked at $80K in Q4 2021.
  • 760 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.