Signature Estate & Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Signature Estate & 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
2023 Q2	–	Sell	-66,348	Closed	-$2.02M	–	177
2023 Q1	$2.02M	Buy	66,348 +10,935	+20%	+$428K	0.07%	78
2022 Q4	$2.18M	Buy	55,413 +1,524	+3%	+$59.5K	0.08%	77
2022 Q3	$1.85M	Buy	53,889 +3,949	+8%	+$146K	0.09%	73
2022 Q2	$1.78M	Buy	49,940 +5,737	+13%	+$227K	0.09%	73
2022 Q1	$2M	Sell	44,203 -5,470	-11%	-$281K	0.09%	67
2021 Q4	$2.35M	Buy	49,673 +2,772	+6%	+$134K	0.11%	67
2021 Q3	$2.2M	Buy	46,901 +9,534	+26%	+$419K	0.11%	61
2021 Q2	$1.71M	Buy	+37,367	New	+$1.76M	0.08%	75

Other funds holding CFG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Signature Estate & Investment Advisors's CFG Position: Q2 2023 in Review

Signature Estate & Investment Advisors sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 66,348 shares — an estimated $2.02M sold.

Signature Estate & Investment Advisors first reported a position in CFG in Q2 2021 and held it in 8 quarters. The position peaked at $2.35M in Q4 2021. 691 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

Signature Estate & Investment Advisors reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
Signature Estate & Investment Advisors sold 66,348 Citizens Financial Group shares in Q2 2023, an estimated $2.02M.
Signature Estate & Investment Advisors first reported a position in Citizens Financial Group in Q2 2021 and held it in 8 quarters.
Signature Estate & Investment Advisors's Citizens Financial Group position peaked at $2.35M in Q4 2021.
691 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.