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Ruedi Wealth Management’s Citigroup C Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-20
Closed -$1.42K – 93
2025
Q1 		$1.42K Hold
20
– – ﹤0.01% 277
2024
Q4 		$1.41K Hold
20
– – ﹤0.01% 277
2024
Q3 		$1.25K Sell
20
-1
-5% -$62 ﹤0.01% 292
2024
Q2 		$1.33K Buy
21
+1
+5% +$62 ﹤0.01% 353
2024
Q1 		$1.26K Hold
20
– – ﹤0.01% 237
2023
Q4 		$1.03K Hold
20
– – ﹤0.01% 223
2023
Q3 		$823 Buy
+20
New +$878 ﹤0.01% 202

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ruedi Wealth Management's C Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Citigroup (C) in Q2 2025, closing a stake of 20 shares — an estimated $1.42K sold.

Ruedi Wealth Management first reported a position in C in Q3 2023 and held it in 7 quarters. The position peaked at $1.42K in Q1 2025. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 20 Citigroup shares in Q2 2025, an estimated $1.42K.
  • Ruedi Wealth Management first reported a position in Citigroup in Q3 2023 and held it in 7 quarters.
  • Ruedi Wealth Management's Citigroup position peaked at $1.42K in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.