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River Wealth Advisors’s Citigroup C Stock Holding History

River Wealth 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
2023
Q4 		– Sell
-6,425
Closed -$264K – 209
2023
Q3 		$264K Sell
6,425
-4,731
-42% -$208K 0.05% 178
2023
Q2 		$514K Sell
11,156
-1,145
-9% -$53.6K 0.09% 147
2023
Q1 		$577K Sell
12,301
-218
-2% -$10.7K 0.11% 138
2022
Q4 		$566K Sell
12,519
-2,327
-16% -$106K 0.11% 139
2022
Q3 		$619K Sell
14,846
-1,200
-7% -$59.3K 0.13% 125
2022
Q2 		$738K Sell
16,046
-18
-0.1% -$900 0.14% 126
2022
Q1 		$855K Buy
16,064
+508
+3% +$31.4K 0.14% 124
2021
Q4 		$939K Buy
15,556
+442
+3% +$29.4K 0.15% 120
2021
Q3 		$1.06M Buy
15,114
+357
+2% +$25K 0.18% 107
2021
Q2 		$1.04M Buy
14,757
+200
+1% +$14.8K 0.18% 108
2021
Q1 		$1.06M Buy
14,557
+96
+0.7% +$6.41K 0.2% 104
2020
Q4 		$892K Buy
14,461
+1,017
+8% +$51.7K 0.19% 106
2020
Q3 		$580K Buy
13,444
+7,911
+143% +$394K 0.15% 123
2020
Q2 		$283K Buy
+5,533
New +$263K 0.09% 155
2020
Q1 		– Sell
-2,782
Closed -$222K – 160
2019
Q4 		$222K Buy
+2,782
New +$206K 0.08% 154
2019
Q1 		– Sell
-3,081
Closed -$160K – 194
2018
Q4 		$160K Sell
3,081
-700
-19% -$44.3K 0.07% 162
2018
Q3 		$271K Sell
3,781
-201
-5% -$14.2K 0.1% 147
2018
Q2 		$266K Sell
3,982
-550
-12% -$37.9K 0.1% 146
2018
Q1 		$306K Buy
4,532
+745
+20% +$56K 0.13% 137
2017
Q4 		$282K Buy
3,787
+362
+11% +$26.8K 0.12% 139
2017
Q3 		$249K Buy
3,425
+372
+12% +$25.4K 0.11% 142
2017
Q2 		$204K Buy
+3,053
New +$187K 0.1% 155

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Wealth Advisors's C Position: Q4 2023 in Review

River Wealth Advisors sold out of Citigroup (C) in Q4 2023, closing a stake of 6,425 shares — an estimated $264K sold.

River Wealth Advisors first reported a position in C in Q2 2017 and held it in 22 quarters. The position peaked at $1.06M in Q3 2021. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • River Wealth Advisors reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • River Wealth Advisors sold 6,425 Citigroup shares in Q4 2023, an estimated $264K.
  • River Wealth Advisors first reported a position in Citigroup in Q2 2017 and held it in 22 quarters.
  • River Wealth Advisors's Citigroup position peaked at $1.06M in Q3 2021.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on River Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.