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Sowa Financial Group’s Citigroup C Stock Holding History

Sowa Financial 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
2021
Q1 		– Sell
-202
Closed -$12K – 96
2020
Q4 		$12K Buy
+202
New +$10.3K 0.01% 222
2020
Q3 		– Sell
-202
Closed -$10K – 248
2020
Q2 		$10K Hold
202
– – 0.01% 224
2020
Q1 		$9K Hold
202
– – 0.01% 211
2019
Q4 		$16K Buy
+202
New +$14.9K 0.01% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sowa Financial Group's C Position: Q1 2021 in Review

Sowa Financial Group sold out of Citigroup (C) in Q1 2021, closing a stake of 202 shares — an estimated $12K sold.

Sowa Financial Group first reported a position in C in Q4 2019 and held it in 4 quarters. The position peaked at $16K in Q4 2019. 1,718 funds tracked by Wall St. Rank hold C as of Q1 2021.

  • Sowa Financial Group reported no remaining Citigroup position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 202 Citigroup shares in Q1 2021, an estimated $12K.
  • Sowa Financial Group first reported a position in Citigroup in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's Citigroup position peaked at $16K in Q4 2019.
  • 1,718 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.