SWC
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Spectrum Wealth Counsel’s Citigroup C Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$1.42K Hold
20
– – ﹤0.01% 303
2024
Q4 		$1.41K Hold
20
– – ﹤0.01% 307
2024
Q3 		$1.25K Buy
20
+15
+300% +$928 ﹤0.01% 346
2024
Q2 		$318 Buy
+5
New +$308 ﹤0.01% 368

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Spectrum Wealth Counsel's C Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Citigroup (C) position steady in Q1 2025 at 20 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Spectrum Wealth Counsel first reported a position in C in Q2 2024 and has held it in 4 quarters since. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Spectrum Wealth Counsel held 20 shares of Citigroup worth $1.42K as of Q1 2025.
  • Spectrum Wealth Counsel left its Citigroup share count unchanged in Q1 2025.
  • Citigroup made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #303 holding.
  • Spectrum Wealth Counsel first reported a position in Citigroup in Q2 2024 and has held it in 4 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.