SFMG Wealth Advisors’s Citigroup C Stock Holding History

SFMG 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
2022 Q1	–	Sell	-3,646	Closed	-$220K	–	304
2021 Q4	$220K	Buy	+3,646	New	+$242K	0.02%	255

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SFMG Wealth Advisors's C Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of Citigroup (C) in Q1 2022, closing a stake of 3,646 shares — an estimated $220K sold.

SFMG Wealth Advisors first reported a position in C in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

SFMG Wealth Advisors reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 3,646 Citigroup shares in Q1 2022, an estimated $220K.
SFMG Wealth Advisors first reported a position in Citigroup in Q4 2021 and held it in 1 quarter.
SFMG Wealth Advisors's Citigroup position peaked at $220K in Q4 2021.
1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.