Running Point Capital Advisors’s Citigroup C Stock Holding History

Running Point Capital 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
2025 Q1	–	Sell	-5,617	Closed	-$395K	–	183
2024 Q4	$395K	Hold	5,617	–	–	0.14%	77
2024 Q3	$352K	Sell	5,617 -1,500	-21%	-$92.8K	0.14%	72
2024 Q2	$452K	Sell	7,117 -60	-0.8%	-$3.7K	0.19%	65
2024 Q1	$454K	Sell	7,177 -362	-5%	-$20.1K	0.2%	66
2023 Q4	$388K	Sell	7,539 -909	-11%	-$40.2K	0.19%	70
2023 Q3	$347K	Sell	8,448 -94	-1%	-$4.13K	0.2%	69
2023 Q2	$393K	Buy	8,542 +56	+0.7%	+$2.62K	0.22%	67
2023 Q1	$398K	Hold	8,486	–	–	0.24%	65
2022 Q4	$384K	Buy	8,486 +9	+0.1%	+$409	0.24%	62
2022 Q3	$353K	Sell	8,477 -22	-0.3%	-$1.09K	0.23%	58
2022 Q2	$391K	Sell	8,499 -91	-1%	-$4.55K	0.25%	54
2022 Q1	$459K	Sell	8,590 -2	-0%	-$124	0.27%	47
2021 Q4	$519K	Buy	8,592 +480	+6%	+$31.9K	0.31%	47
2021 Q3	$569K	Sell	8,112 -1,008	-11%	-$70.5K	0.25%	60
2021 Q2	$645K	Sell	9,120 -1,259	-12%	-$93.2K	0.29%	55
2021 Q1	$755K	Sell	10,379 -22	-0.2%	-$1.47K	0.42%	42
2020 Q4	$641K	Buy	+10,401	New	+$529K	0.37%	44

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Running Point Capital Advisors's C Position: Q1 2025 in Review

Running Point Capital Advisors sold out of Citigroup (C) in Q1 2025, closing a stake of 5,617 shares — an estimated $395K sold.

Running Point Capital Advisors first reported a position in C in Q4 2020 and held it in 17 quarters. The position peaked at $755K in Q1 2021. 2,028 funds tracked by Wall St. Rank hold C as of Q1 2025.

Running Point Capital Advisors reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
Running Point Capital Advisors sold 5,617 Citigroup shares in Q1 2025, an estimated $395K.
Running Point Capital Advisors first reported a position in Citigroup in Q4 2020 and held it in 17 quarters.
Running Point Capital Advisors's Citigroup position peaked at $755K in Q1 2021.
2,028 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Running Point Capital Advisors's 13F filing for Q1 2025, filed 15 May 2025.