SSWG
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Seven Springs Wealth Group’s Citizens Financial Group CFG Stock Holding History

Seven Springs Wealth Group’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
2021
Q1 		– Sell
-26
Closed -$1K – 155
2020
Q4 		$1K Buy
+26
New +$816 ﹤0.01% 189

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Seven Springs Wealth Group's CFG Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Citizens Financial Group (CFG) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in CFG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 683 funds tracked by Wall St. Rank hold CFG as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Citizens Financial Group position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 26 Citizens Financial Group shares in Q1 2021, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in Citizens Financial Group in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Citizens Financial Group position peaked at $1K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.