ShoreHaven Wealth Partners’s Citigroup C Stock Holding History

ShoreHaven Wealth Partners’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
2021 Q1	–	Sell	-13	Closed	-$1K	–	281
2020 Q4	$1K	Buy	+13	New	+$661	﹤0.01%	237

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ShoreHaven Wealth Partners's C Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of Citigroup (C) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in C in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 1,719 funds tracked by Wall St. Rank hold C as of Q1 2021.

ShoreHaven Wealth Partners reported no remaining Citigroup position as of Q1 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 13 Citigroup shares in Q1 2021, an estimated $1K.
ShoreHaven Wealth Partners first reported a position in Citigroup in Q4 2020 and held it in 1 quarter.
ShoreHaven Wealth Partners's Citigroup position peaked at $1K in Q4 2020.
1,719 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.