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Sheaff Brock Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Sheaff Brock Investment Advisors’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
Q4 		– Sell
-4,425
Closed -$207K – 551
2021
Q3 		$207K Hold
4,425
– – 0.02% 485
2021
Q2 		$203K Buy
+4,425
New +$209K 0.01% 466
2020
Q2 		– Sell
-154,512
Closed -$2.91M – 463
2020
Q1 		$2.91M Buy
154,512
+779
+0.5% +$25.4K 0.38% 55
2019
Q4 		$6.24M Sell
153,733
-8,435
-5% -$316K 0.61% 32
2019
Q3 		$5.74M Buy
162,168
+12,733
+9% +$444K 0.62% 33
2019
Q2 		$5.28M Sell
149,435
-25,234
-14% -$880K 0.57% 33
2019
Q1 		$5.68M Buy
174,669
+340
+0.2% +$11.8K 0.69% 33
2018
Q4 		$5.18M Buy
174,329
+3,668
+2% +$129K 0.81% 30
2018
Q3 		$6.58M Buy
170,661
+142
+0.1% +$5.73K 0.62% 29
2018
Q2 		$6.63M Buy
170,519
+148,526
+675% +$6.19M 0.65% 29
2018
Q1 		$923K Buy
21,993
+412
+2% +$18.5K 0.1% 166
2017
Q4 		$906K Sell
21,581
-1,121
-5% -$43.8K 0.12% 169
2017
Q3 		$860K Sell
22,702
-822
-3% -$28.8K 0.11% 175
2017
Q2 		$839K Buy
23,524
+720
+3% +$25.5K 0.11% 191
2017
Q1 		$788K Sell
22,804
-2,887
-11% -$105K 0.1% 197
2016
Q4 		$915K Buy
+25,691
New +$778K 0.12% 178

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sheaff Brock Investment Advisors's CFG Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Citizens Financial Group (CFG) in Q4 2021, closing a stake of 4,425 shares — an estimated $207K sold.

Sheaff Brock Investment Advisors first reported a position in CFG in Q4 2016 and held it in 16 quarters. The position peaked at $6.63M in Q2 2018. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Citizens Financial Group position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,425 Citizens Financial Group shares in Q4 2021, an estimated $207K.
  • Sheaff Brock Investment Advisors first reported a position in Citizens Financial Group in Q4 2016 and held it in 16 quarters.
  • Sheaff Brock Investment Advisors's Citizens Financial Group position peaked at $6.63M in Q2 2018.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.