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Sonora Investment Management’s Citizens Financial Group CFG Stock Holding History

Sonora Investment Management’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
2021
Q3 		$55K Buy
1,175
+106
+10% +$4.65K 0.01% 400
2021
Q2 		$49K Sell
1,069
-131
-11% -$6.18K 0.01% 396
2021
Q1 		$53K Buy
+1,200
New +$49.9K ﹤0.01% 582

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sonora Investment Management's CFG Position: Q3 2021 in Review

Sonora Investment Management increased its Citizens Financial Group (CFG) stake by 9.9% in Q3 2021, buying an estimated $4.65K and bringing the position to 1,175 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #400.

Sonora Investment Management first reported a position in CFG in Q1 2021 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

  • Sonora Investment Management held 1,175 shares of Citizens Financial Group worth $55K as of Q3 2021.
  • Sonora Investment Management bought 106 Citizens Financial Group shares in Q3 2021, an estimated $4.65K.
  • Citizens Financial Group made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #400 holding.
  • Sonora Investment Management first reported a position in Citizens Financial Group in Q1 2021 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.