Strategic Advocates’s Citigroup C Stock Holding History

Strategic Advocates’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 Q1	–	Sell	-5,901	Closed	-$304K	–	132
2023 Q4	$304K	Sell	5,901 -1,841	-24%	-$81.5K	0.13%	107
2023 Q3	$318K	Buy	+7,742	New	+$340K	0.15%	106

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Advocates's C Position: Q1 2024 in Review

Strategic Advocates sold out of Citigroup (C) in Q1 2024, closing a stake of 5,901 shares — an estimated $304K sold.

Strategic Advocates first reported a position in C in Q3 2023 and held it in 2 quarters. The position peaked at $318K in Q3 2023. 1,774 funds tracked by Wall St. Rank hold C as of Q1 2024.

Strategic Advocates reported no remaining Citigroup position as of Q1 2024 after selling out during the quarter.
Strategic Advocates sold 5,901 Citigroup shares in Q1 2024, an estimated $304K.
Strategic Advocates first reported a position in Citigroup in Q3 2023 and held it in 2 quarters.
Strategic Advocates's Citigroup position peaked at $318K in Q3 2023.
1,774 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on Strategic Advocates's 13F filing for Q1 2024, filed 3 Apr 2024.