Sittner & Nelson’s Citizens Financial Group CFG Stock Holding History

Sittner & Nelson’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
2022 Q2	–	Sell	-59	Closed	-$3K	–	469
2022 Q1	$3K	Hold	59	–	–	﹤0.01%	406
2021 Q4	$3K	Hold	59	–	–	﹤0.01%	397
2021 Q3	$3K	Hold	59	–	–	﹤0.01%	369
2021 Q2	$3K	Hold	59	–	–	﹤0.01%	351
2021 Q1	$3K	Hold	59	–	–	﹤0.01%	353
2020 Q4	$2K	Buy	+59	New	+$1.85K	﹤0.01%	385

Other funds holding CFG

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sittner & Nelson's CFG Position: Q2 2022 in Review

Sittner & Nelson sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 59 shares — an estimated $3K sold.

Sittner & Nelson first reported a position in CFG in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Sittner & Nelson reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Sittner & Nelson sold 59 Citizens Financial Group shares in Q2 2022, an estimated $3K.
Sittner & Nelson first reported a position in Citizens Financial Group in Q4 2020 and held it in 6 quarters.
Sittner & Nelson's Citizens Financial Group position peaked at $3K in Q1 2022.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Sittner & Nelson's 13F filing for Q2 2022, filed 12 Aug 2022.