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Sugarloaf Wealth Management’s Citigroup C Stock Holding History

Sugarloaf 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
2024
Q3 		– Sell
-2,241
Closed -$142K – 680
2024
Q2 		$142K Hold
2,241
– – 0.03% 197
2024
Q1 		$142K Hold
2,241
– – 0.03% 196
2023
Q4 		$115K Sell
2,241
-3,390
-60% -$150K 0.03% 209
2023
Q3 		$232K Buy
5,631
+1,129
+25% +$49.6K 0.06% 110
2023
Q2 		$207K Sell
4,502
-1,628
-27% -$76.3K 0.05% 133
2023
Q1 		$287K Buy
6,130
+3,658
+148% +$180K 0.07% 102
2022
Q4 		$112K Sell
2,472
-1,500
-38% -$68.1K 0.03% 185
2022
Q3 		$166K Sell
3,972
-22
-0.6% -$1.09K 0.04% 141
2022
Q2 		$184K Buy
3,994
+1,522
+62% +$76.1K 0.05% 131
2022
Q1 		$132K Hold
2,472
– – 0.03% 163
2021
Q4 		$149K Sell
2,472
-50
-2% -$3.33K 0.04% 156
2021
Q3 		$177K Hold
2,522
– – 0.05% 135
2021
Q2 		$178K Buy
2,522
+1
+0% +$74 0.05% 137
2021
Q1 		$183 Hold
2,521
– – 0.05% 132
2020
Q4 		$155K Sell
2,521
-99
-4% -$5.03K 0.05% 131
2020
Q3 		$113K Buy
2,620
+100
+4% +$4.98K 0.04% 148
2020
Q2 		$129K Hold
2,520
– – 0.05% 141
2020
Q1 		$106K Sell
2,520
-132
-5% -$8.86K 0.05% 149
2019
Q4 		$212K Buy
+2,652
New +$196K 0.09% 113

Other funds holding C

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's C Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Citigroup (C) in Q3 2024, closing a stake of 2,241 shares — an estimated $142K sold.

Sugarloaf Wealth Management first reported a position in C in Q4 2019 and held it in 19 quarters. The position peaked at $287K in Q1 2023. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,241 Citigroup shares in Q3 2024, an estimated $142K.
  • Sugarloaf Wealth Management first reported a position in Citigroup in Q4 2019 and held it in 19 quarters.
  • Sugarloaf Wealth Management's Citigroup position peaked at $287K in Q1 2023.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.