Sage Private Wealth Group’s Citigroup C Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-101	Closed	-$4K	–	63
2022 Q3	$4K	Buy	+101	New	+$4.99K	0.01%	173

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Sage Private Wealth Group's C Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Citigroup (C) in Q4 2022, closing a stake of 101 shares — an estimated $4K sold.

Sage Private Wealth Group first reported a position in C in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

Sage Private Wealth Group reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 101 Citigroup shares in Q4 2022, an estimated $4K.
Sage Private Wealth Group first reported a position in Citigroup in Q3 2022 and held it in 1 quarter.
Sage Private Wealth Group's Citigroup position peaked at $4K in Q3 2022.
1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.