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Sutton Wealth Advisors’s Citigroup C Stock Holding History

Sutton Wealth Advisors’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
Q3 		$32.2K Buy
782
+92
+13% +$4.04K 0.02% 285
2023
Q2 		$31.8K Sell
690
-39
-5% -$1.83K 0.02% 284
2023
Q1 		$34.2K Buy
729
+118
+19% +$5.79K 0.02% 244
2022
Q4 		$27.6K Sell
611
-325
-35% -$14.8K 0.01% 576
2022
Q3 		$39K Buy
936
+271
+41% +$13.4K 0.02% 442
2022
Q2 		$30.6K Sell
665
-2,295
-78% -$115K 0.01% 526
2022
Q1 		$158K Sell
2,960
-183
-6% -$11.3K 0.05% 198
2021
Q4 		$190K Buy
3,143
+234
+8% +$15.6K 0.06% 184
2021
Q3 		$204K Buy
2,909
+12
+0.4% +$839 0.08% 173
2021
Q2 		$205K Hold
2,897
– – 0.07% 177
2021
Q1 		$211K Buy
2,897
+112
+4% +$7.48K 0.08% 167
2020
Q4 		$172K Sell
2,785
-10
-0.4% -$508 0.07% 173
2020
Q3 		$120K Buy
2,795
+33
+1% +$1.64K 0.06% 195
2020
Q2 		$141K Sell
2,762
-192
-6% -$9.11K 0.07% 173
2020
Q1 		$124K Buy
2,954
+65
+2% +$4.36K 0.08% 174
2019
Q4 		$231K Sell
2,889
-2
-0.1% -$148 0.12% 136
2019
Q3 		$200K Buy
2,891
+11
+0.4% +$748 0.11% 146
2019
Q2 		$202K Hold
2,880
– – 0.12% 143
2019
Q1 		$179K Buy
2,880
+28
+1% +$1.74K 0.1% 152
2018
Q4 		$148K Buy
2,852
+179
+7% +$11.3K 0.1% 155
2018
Q3 		$192K Sell
2,673
-710
-21% -$50.2K 0.13% 130
2018
Q2 		$226K Sell
3,383
-9
-0.3% -$620 0.16% 111
2018
Q1 		$229K Sell
3,392
-50
-1% -$3.76K 0.16% 110
2017
Q4 		$256K Hold
3,442
– – 0.19% 97
2017
Q3 		$250K Buy
3,442
+116
+3% +$7.92K 0.19% 90
2017
Q2 		$222K Buy
3,326
+58
+2% +$3.56K 0.18% 102
2017
Q1 		$195K Sell
3,268
-75
-2% -$4.44K 0.16% 107
2016
Q4 		$199K Buy
3,343
+534
+19% +$28.8K 0.18% 98
2016
Q3 		$133K Buy
2,809
+334
+13% +$15.2K 0.12% 141
2016
Q2 		$105K Sell
2,475
-631
-20% -$27.9K 0.1% 170
2016
Q1 		$130K Buy
+3,106
New +$130K 0.12% 149

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's C Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Citigroup (C) stake by 13% in Q3 2023, buying an estimated $4.04K and bringing the position to 782 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #285.

Sutton Wealth Advisors first reported a position in C in Q1 2016 and has held it in 31 quarters since. The position peaked at $256K in Q4 2017. 1,521 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • Sutton Wealth Advisors held 782 shares of Citigroup worth $32.2K as of Q3 2023.
  • Sutton Wealth Advisors bought 92 Citigroup shares in Q3 2023, an estimated $4.04K.
  • Citigroup made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #285 holding.
  • Sutton Wealth Advisors first reported a position in Citigroup in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Citigroup position peaked at $256K in Q4 2017.
  • 1,521 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.