Safeguard Financial’s Citigroup C Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-140	Closed	-$6K	–	134
2023 Q2	$6K	Buy	+140	New	+$6.56K	﹤0.01%	371

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's C Position: Q3 2023 in Review

Safeguard Financial sold out of Citigroup (C) in Q3 2023, closing a stake of 140 shares — an estimated $6K sold.

Safeguard Financial first reported a position in C in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.

Safeguard Financial reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 140 Citigroup shares in Q3 2023, an estimated $6K.
Safeguard Financial first reported a position in Citigroup in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Citigroup position peaked at $6K in Q2 2023.
1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.