Sierra Summit Advisors’s Citigroup C Stock Holding History

Sierra Summit 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
2026 Q1	$16.9M	Sell	148,800 -30,300	-17%	-$3.45M	2.45%	7
2025 Q4	$20.9M	Buy	179,100 +2,013	+1%	+$209K	3.2%	6
2025 Q3	$18M	Sell	177,087 -713	-0.4%	-$67.7K	2.74%	8
2025 Q2	$15.1M	Buy	177,800 +11,818	+7%	+$854K	2.69%	9
2025 Q1	$11.8M	Sell	165,982 -1,552	-0.9%	-$118K	2.55%	8
2024 Q4	$11.8M	Buy	167,534 +163,743	+4,319%	+$11M	2.37%	14
2024 Q3	$237K	Sell	3,791 -289	-7%	-$17.9K	0.05%	132
2024 Q2	$259K	Sell	4,080 -1,180	-22%	-$72.8K	0.06%	138
2024 Q1	$333K	Buy	5,260 +1,300	+33%	+$72.3K	0.09%	122
2023 Q4	$204K	Buy	+3,960	New	+$175K	0.06%	187

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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