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Source Financial Advisors’s Citigroup C Stock Holding History

Source Financial 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
2024
Q3 		$214K Sell
3,424
-8
-0.2% -$495 0.06% 113
2024
Q2 		$218K Buy
3,432
+27
+0.8% +$1.67K 0.07% 107
2024
Q1 		$215K Buy
+3,405
New +$189K 0.07% 115
2021
Q2 		– Sell
-2,768
Closed -$201K – 109
2021
Q1 		$201K Buy
+2,768
New +$185K 0.05% 107

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Source Financial Advisors's C Position: Q3 2024 in Review

Source Financial Advisors reduced its Citigroup (C) stake by 0.23% in Q3 2024, selling an estimated $495 and leaving 3,424 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #113.

Source Financial Advisors first reported a position in C in Q1 2021 and has held it in 4 quarters since. The position peaked at $218K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Source Financial Advisors held 3,424 shares of Citigroup worth $214K as of Q3 2024.
  • Source Financial Advisors sold 8 Citigroup shares in Q3 2024, an estimated $495.
  • Citigroup made up 0.06% of Source Financial Advisors's portfolio in Q3 2024, its #113 holding.
  • Source Financial Advisors first reported a position in Citigroup in Q1 2021 and has held it in 4 quarters since.
  • Source Financial Advisors's Citigroup position peaked at $218K in Q2 2024.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.