Sutton Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Sutton Wealth Advisors’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.12K	Buy	79 +5	+7%	+$143	﹤0.01%	713
2023 Q2	$1.93K	Buy	74 +30	+68%	+$827	﹤0.01%	699
2023 Q1	$1.34K	Buy	44 +6	+16%	+$235	﹤0.01%	699
2022 Q4	$1.5K	Hold	38	–	–	﹤0.01%	1246
2022 Q3	$1.31K	Buy	38 +9	+31%	+$333	﹤0.01%	1238
2022 Q2	$1.03K	Sell	29 -32	-52%	-$1.26K	﹤0.01%	1274
2022 Q1	$2.77K	Buy	61 +42	+221%	+$2.16K	﹤0.01%	1163
2021 Q4	$898	Hold	19	–	–	﹤0.01%	1354
2021 Q3	$893	Hold	19	–	–	﹤0.01%	1250
2021 Q2	$872	Hold	19	–	–	﹤0.01%	1237
2021 Q1	$839	Hold	19	–	–	﹤0.01%	1211
2020 Q4	$679	Hold	19	–	–	﹤0.01%	1196
2020 Q3	$480	Hold	19	–	–	﹤0.01%	1186
2020 Q2	$480	Hold	19	–	–	﹤0.01%	1165
2020 Q1	$357	Sell	19 -76	-80%	-$2.48K	﹤0.01%	1158
2019 Q4	$3.86K	Hold	95	–	–	﹤0.01%	978
2019 Q3	$3.36K	Hold	95	–	–	﹤0.01%	992
2019 Q2	$3.36K	Buy	+95	New	+$3.31K	﹤0.01%	983

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Citizens Financial Group (CFG) stake by 6.8% in Q3 2023, buying an estimated $143 and bringing the position to 79 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Sutton Wealth Advisors first reported a position in CFG in Q2 2019 and has held it in 18 quarters since. The position peaked at $3.86K in Q4 2019. 647 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

Sutton Wealth Advisors held 79 shares of Citizens Financial Group worth $2.12K as of Q3 2023.
Sutton Wealth Advisors bought 5 Citizens Financial Group shares in Q3 2023, an estimated $143.
Citizens Financial Group made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #713 holding.
Sutton Wealth Advisors first reported a position in Citizens Financial Group in Q2 2019 and has held it in 18 quarters since.
Sutton Wealth Advisors's Citizens Financial Group position peaked at $3.86K in Q4 2019.
647 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

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