Schneider Downs Wealth Management Advisors’s Citigroup C Stock Holding History

Schneider Downs Wealth Management 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
2020 Q1	–	Sell	-4,750	Closed	-$379K	–	92
2019 Q4	$379K	Hold	4,750	–	–	0.11%	41
2019 Q3	$328K	Buy	4,750 +1,500	+46%	+$102K	0.1%	42
2019 Q2	$228K	Hold	3,250	–	–	0.08%	61
2019 Q1	$202K	Sell	3,250 -2,300	-41%	-$143K	0.08%	63
2018 Q4	$289K	Buy	+5,550	New	+$351K	0.12%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's C Position: Q1 2020 in Review

Schneider Downs Wealth Management Advisors sold out of Citigroup (C) in Q1 2020, closing a stake of 4,750 shares — an estimated $379K sold.

Schneider Downs Wealth Management Advisors first reported a position in C in Q4 2018 and held it in 5 quarters. The position peaked at $379K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Schneider Downs Wealth Management Advisors reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 4,750 Citigroup shares in Q1 2020, an estimated $379K.
Schneider Downs Wealth Management Advisors first reported a position in Citigroup in Q4 2018 and held it in 5 quarters.
Schneider Downs Wealth Management Advisors's Citigroup position peaked at $379K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.