Stuart Chaussee & Associates’s Citigroup C Stock Holding History

Stuart Chaussee & Associates’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
2022 Q2	–	Sell	-243	Closed	-$13K	–	159
2022 Q1	$13K	Hold	243	–	–	0.01%	105
2021 Q4	$15K	Hold	243	–	–	0.01%	99
2021 Q3	$17K	Hold	243	–	–	0.03%	74
2021 Q2	$17K	Hold	243	–	–	0.01%	80
2021 Q1	$18K	Buy	+243	New	+$16.2K	0.01%	83
2020 Q1	–	Sell	-62	Closed	-$5K	–	77
2019 Q4	$5K	Hold	62	–	–	﹤0.01%	92
2019 Q3	$4K	Hold	62	–	–	﹤0.01%	97
2019 Q2	$4K	Hold	62	–	–	﹤0.01%	99
2019 Q1	$4K	Hold	62	–	–	﹤0.01%	94
2018 Q4	$3K	Hold	62	–	–	﹤0.01%	89
2018 Q3	$4K	Hold	62	–	–	﹤0.01%	102
2018 Q2	$4K	Hold	62	–	–	﹤0.01%	105
2018 Q1	$4K	Hold	62	–	–	0.02%	74
2017 Q4	$5K	Buy	+62	New	+$4.58K	﹤0.01%	79

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Stuart Chaussee & Associates's C Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of Citigroup (C) in Q2 2022, closing a stake of 243 shares — an estimated $13K sold.

Stuart Chaussee & Associates first reported a position in C in Q4 2017 and held it in 14 quarters. The position peaked at $18K in Q1 2021. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

Stuart Chaussee & Associates reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 243 Citigroup shares in Q2 2022, an estimated $13K.
Stuart Chaussee & Associates first reported a position in Citigroup in Q4 2017 and held it in 14 quarters.
Stuart Chaussee & Associates's Citigroup position peaked at $18K in Q1 2021.
1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.