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San Luis Wealth Advisors’s Citigroup C Stock Holding History

San Luis Wealth 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
2024
Q4 		– Sell
-10,685
Closed -$669K – 145
2024
Q3 		$669K Buy
10,685
+5,815
+119% +$360K 0.14% 81
2024
Q2 		$309K Buy
+4,870
New +$300K 0.07% 95
2022
Q2 		– Sell
-1,464
Closed -$88K – 122
2022
Q1 		$88K Buy
+1,464
New +$90.4K 0.04% 203

Other funds holding C

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's C Position: Q4 2024 in Review

San Luis Wealth Advisors sold out of Citigroup (C) in Q4 2024, closing a stake of 10,685 shares — an estimated $669K sold.

San Luis Wealth Advisors first reported a position in C in Q1 2022 and held it in 3 quarters. The position peaked at $669K in Q3 2024. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • San Luis Wealth Advisors reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • San Luis Wealth Advisors sold 10,685 Citigroup shares in Q4 2024, an estimated $669K.
  • San Luis Wealth Advisors first reported a position in Citigroup in Q1 2022 and held it in 3 quarters.
  • San Luis Wealth Advisors's Citigroup position peaked at $669K in Q3 2024.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on San Luis Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.