SIAP
CFG icon

Sterling Investment Advisors (Pennsylvania)’s Citizens Financial Group CFG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-75
Closed -$3K – 565
2022
Q1 		$3K Hold
75
– – ﹤0.01% 517
2021
Q4 		$4K Hold
75
– – ﹤0.01% 497
2021
Q3 		$4K Hold
75
– – ﹤0.01% 495
2021
Q2 		$3K Hold
75
– – ﹤0.01% 482
2021
Q1 		$3K Buy
+75
New +$3.12K ﹤0.01% 470

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CFG Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CFG in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 749 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 75 Citizens Financial Group shares in Q2 2022, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Citizens Financial Group in Q1 2021 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Citizens Financial Group position peaked at $4K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.