Stockman Wealth Management’s Citigroup C Stock Holding History

Stockman Wealth Management’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 Q4	–	Sell	-3,205	Closed	-$225K	–	207
2021 Q3	$225K	Buy	+3,205	New	+$224K	0.05%	184

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stockman Wealth Management's C Position: Q4 2021 in Review

Stockman Wealth Management sold out of Citigroup (C) in Q4 2021, closing a stake of 3,205 shares — an estimated $225K sold.

Stockman Wealth Management first reported a position in C in Q3 2021 and held it in 1 quarter. The position peaked at $225K in Q3 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

Stockman Wealth Management reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Stockman Wealth Management sold 3,205 Citigroup shares in Q4 2021, an estimated $225K.
Stockman Wealth Management first reported a position in Citigroup in Q3 2021 and held it in 1 quarter.
Stockman Wealth Management's Citigroup position peaked at $225K in Q3 2021.
1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Stockman Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.