Selective Wealth Management’s Citigroup C Stock Holding History

Selective Wealth Management’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	-20	Closed	-$1K	–	202
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	703
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	707
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	673
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	621
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	552
2021 Q2	$1K	Buy	+20	New	+$1.48K	﹤0.01%	469
2021 Q1	–	Sell	-6	Closed	–	–	394
2020 Q4	$0	Buy	+6	New	+$305	﹤0.01%	370
2020 Q3	–	Sell	-77	Closed	-$4K	–	325
2020 Q2	$4K	Hold	77	–	–	﹤0.01%	317
2020 Q1	$3K	Hold	77	–	–	﹤0.01%	236
2019 Q4	$6K	Sell	77 -19	-20%	-$1.4K	0.01%	197
2019 Q3	$6K	Buy	+96	New	+$6.53K	0.01%	203
2018 Q3	$1K	Buy	+20	New	+$1.41K	0.01%	152

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

Selective Wealth Management's C Position: Q4 2022 in Review

Selective Wealth Management sold out of Citigroup (C) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in C in Q3 2018 and held it in 12 quarters. The position peaked at $6K in Q4 2019. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

Selective Wealth Management reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 20 Citigroup shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in Citigroup in Q3 2018 and held it in 12 quarters.
Selective Wealth Management's Citigroup position peaked at $6K in Q4 2019.
1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.