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Richard W. Paul & Associates’s Citigroup C Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-251
Closed -$17.7K – 363
2024
Q4 		$17.7K Hold
251
– – 0.01% 266
2024
Q3 		$15.7K Hold
251
– – 0.01% 279
2024
Q2 		$15.9K Hold
251
– – 0.01% 274
2024
Q1 		$15.9K Hold
251
– – 0.01% 285
2023
Q4 		$12.9K Hold
251
– – 0.01% 285
2023
Q3 		$10.3K Hold
251
– – ﹤0.01% 288
2023
Q2 		$11.6K Buy
251
+107
+74% +$5.01K 0.01% 305
2023
Q1 		$6.75K Hold
144
– – ﹤0.01% 353
2022
Q4 		$6.51K Buy
+144
New +$6.54K ﹤0.01% 352

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Richard W. Paul & Associates's C Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Citigroup (C) in Q1 2025, closing a stake of 251 shares — an estimated $17.7K sold.

Richard W. Paul & Associates first reported a position in C in Q4 2022 and held it in 9 quarters. The position peaked at $17.7K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 251 Citigroup shares in Q1 2025, an estimated $17.7K.
  • Richard W. Paul & Associates first reported a position in Citigroup in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Citigroup position peaked at $17.7K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.