Summit Wealth Group’s Citigroup C Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-114,646	Closed	-$2K	–	100
2023 Q1	$2K	Buy	+114,646	New	+$5.63M	0.05%	80

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Norges Bank Oslo, Norway $935B AUM

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

Summit Wealth Group's C Position: Q2 2023 in Review

Summit Wealth Group sold out of Citigroup (C) in Q2 2023, closing a stake of 114,646 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in C in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

Summit Wealth Group reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 114,646 Citigroup shares in Q2 2023, an estimated $2K.
Summit Wealth Group first reported a position in Citigroup in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Citigroup position peaked at $2K in Q1 2023.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.