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RWA Wealth Partners’s Citizens Financial Group CFG Stock Holding History

RWA Wealth Partners’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
2020
Q1 		– Sell
-88,855
Closed -$3.61M – 205
2019
Q4 		$3.61M Buy
88,855
+2,847
+3% +$107K 0.36% 64
2019
Q3 		$3.04M Buy
+86,008
New +$3M 0.32% 73
2018
Q3 		– Sell
-3,702
Closed -$144K – 308
2018
Q2 		$144K Hold
3,702
– – 0.02% 268
2018
Q1 		$155K Buy
+3,702
New +$166K 0.02% 219

Other funds holding CFG

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RWA Wealth Partners's CFG Position: Q1 2020 in Review

RWA Wealth Partners sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 88,855 shares — an estimated $3.61M sold.

RWA Wealth Partners first reported a position in CFG in Q1 2018 and held it in 4 quarters. The position peaked at $3.61M in Q4 2019. 579 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • RWA Wealth Partners reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • RWA Wealth Partners sold 88,855 Citizens Financial Group shares in Q1 2020, an estimated $3.61M.
  • RWA Wealth Partners first reported a position in Citizens Financial Group in Q1 2018 and held it in 4 quarters.
  • RWA Wealth Partners's Citizens Financial Group position peaked at $3.61M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on RWA Wealth Partners's 13F filing for Q1 2020, filed 8 Apr 2020.