Surevest’s Citigroup C Stock Holding History

Surevest’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 Q3	$8K	Sell	194 -72	-27%	-$3.56K	﹤0.01%	294
2022 Q2	$12K	Buy	266 +15	+6%	+$750	﹤0.01%	297
2022 Q1	$13K	Hold	251	–	–	﹤0.01%	264
2021 Q4	$15K	Buy	+251	New	+$16.7K	﹤0.01%	259

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

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

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

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

Surevest's C Position: Q3 2022 in Review

Surevest reduced its Citigroup (C) stake by 27% in Q3 2022, selling an estimated $3.56K and leaving 194 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Surevest first reported a position in C in Q4 2021 and has held it in 4 quarters since. The position peaked at $15K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Surevest held 194 shares of Citigroup worth $8K as of Q3 2022.
Surevest sold 72 Citigroup shares in Q3 2022, an estimated $3.56K.
Citigroup made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #294 holding.
Surevest first reported a position in Citigroup in Q4 2021 and has held it in 4 quarters since.
Surevest's Citigroup position peaked at $15K in Q4 2021.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.