Sageworth Trust Company of South Dakota’s Citizens Financial Group CFG Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-211	Closed	-$6.41K	–	65
2023 Q1	$6.41K	Sell	211 -92	-30%	-$3.6K	0.02%	130
2022 Q4	$12K	Hold	303	–	–	0.03%	99
2022 Q3	$10K	Sell	303 -553	-65%	-$20.5K	0.02%	93
2022 Q2	$31K	Buy	+856	New	+$33.8K	0.06%	65

Other funds holding CFG

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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CFG Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 211 shares — an estimated $6.41K sold.

Sageworth Trust Company of South Dakota first reported a position in CFG in Q2 2022 and held it in 4 quarters. The position peaked at $31K in Q2 2022. 691 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 211 Citizens Financial Group shares in Q2 2023, an estimated $6.41K.
Sageworth Trust Company of South Dakota first reported a position in Citizens Financial Group in Q2 2022 and held it in 4 quarters.
Sageworth Trust Company of South Dakota's Citizens Financial Group position peaked at $31K in Q2 2022.
691 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.