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Schechter Investment Advisors’s Citigroup C Stock Holding History

Schechter Investment 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
2025
Q1 		$1.68M Buy
23,615
+233
+1% +$17.8K 0.14% 142
2024
Q4 		$1.65M Sell
23,382
-374
-2% -$25.2K 0.13% 155
2024
Q3 		$1.49M Sell
23,756
-1,972
-8% -$122K 0.11% 180
2024
Q2 		$1.63M Sell
25,728
-3,881
-13% -$239K 0.12% 157
2024
Q1 		$1.87M Buy
29,609
+2,663
+10% +$148K 0.14% 134
2023
Q4 		$1.39M Buy
26,946
+2,120
+9% +$93.9K 0.12% 167
2023
Q3 		$1.02M Sell
24,826
-5,228
-17% -$229K 0.1% 217
2023
Q2 		$1.38M Sell
30,054
-3,010
-9% -$141K 0.12% 179
2023
Q1 		$1.55M Buy
33,064
+8,152
+33% +$400K 0.14% 165
2022
Q4 		$1.13M Sell
24,912
-6,244
-20% -$284K 0.1% 253
2022
Q3 		$1.3M Sell
31,156
-918
-3% -$45.4K 0.13% 209
2022
Q2 		$1.48M Buy
32,074
+4,842
+18% +$242K 0.14% 162
2022
Q1 		$1.45M Sell
27,232
-7,488
-22% -$463K 0.14% 177
2021
Q4 		$2.1M Buy
+34,720
New +$2.31M 0.19% 110

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schechter Investment Advisors's C Position: Q1 2025 in Review

Schechter Investment Advisors increased its Citigroup (C) stake by 1% in Q1 2025, buying an estimated $17.8K and bringing the position to 23,615 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #142.

Schechter Investment Advisors first reported a position in C in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.1M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Schechter Investment Advisors held 23,615 shares of Citigroup worth $1.68M as of Q1 2025.
  • Schechter Investment Advisors bought 233 Citigroup shares in Q1 2025, an estimated $17.8K.
  • Citigroup made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #142 holding.
  • Schechter Investment Advisors first reported a position in Citigroup in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Citigroup position peaked at $2.1M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.