Signature Wealth Management Group’s Citigroup C Stock Holding History

Signature Wealth Management Group’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
2020 Q4	–	Sell	-14,553	Closed	-$627K	–	74
2020 Q3	$627K	Buy	14,553 +1,181	+9%	+$58.8K	0.45%	61
2020 Q2	$683K	Buy	13,372 +1,055	+9%	+$50.1K	0.52%	58
2020 Q1	$519K	Buy	12,317 +3,378	+38%	+$227K	0.46%	59
2019 Q4	$714K	Buy	8,939 +222	+3%	+$16.4K	0.45%	59
2019 Q3	$602K	Sell	8,717 -485	-5%	-$33K	0.4%	59
2019 Q2	$657K	Buy	9,202 +426	+5%	+$28.5K	0.44%	56
2019 Q1	$546K	Buy	8,776 +931	+12%	+$57.8K	0.38%	60
2018 Q4	$408K	Buy	7,845 +121	+2%	+$7.66K	0.32%	65
2018 Q3	$497K	Buy	7,724 +1,137	+17%	+$80.4K	0.37%	58
2018 Q2	$441K	Buy	6,587 +699	+12%	+$48.1K	0.33%	55
2018 Q1	$397K	Buy	5,888 +484	+9%	+$36.4K	0.31%	57
2017 Q4	$402K	Buy	+5,404	New	+$400K	0.29%	52

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Signature Wealth Management Group's C Position: Q4 2020 in Review

Signature Wealth Management Group sold out of Citigroup (C) in Q4 2020, closing a stake of 14,553 shares — an estimated $627K sold.

Signature Wealth Management Group first reported a position in C in Q4 2017 and held it in 12 quarters. The position peaked at $714K in Q4 2019. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

Signature Wealth Management Group reported no remaining Citigroup position as of Q4 2020 after selling out during the quarter.
Signature Wealth Management Group sold 14,553 Citigroup shares in Q4 2020, an estimated $627K.
Signature Wealth Management Group first reported a position in Citigroup in Q4 2017 and held it in 12 quarters.
Signature Wealth Management Group's Citigroup position peaked at $714K in Q4 2019.
1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Signature Wealth Management Group's 13F filing for Q4 2020, filed 15 Jan 2021.