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Sweet Financial Partners’s Citigroup C Stock Holding History

Sweet Financial Partners’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 		$1.1M Buy
17,582
+2
+0% +$124 0.24% 79
2024
Q2 		$1.12M Buy
17,580
+401
+2% +$24.7K 0.25% 75
2024
Q1 		$1.09M Hold
17,179
– – 0.25% 77
2023
Q4 		$884K Buy
17,179
+2,000
+13% +$88.5K 0.21% 79
2023
Q3 		$624K Hold
15,179
– – 0.17% 86
2023
Q2 		$699K Sell
15,179
-163
-1% -$7.63K 0.18% 83
2023
Q1 		$719K Sell
15,342
-102
-0.7% -$5K 0.2% 80
2022
Q4 		$699K Sell
15,444
-4
-0% -$182 0.21% 72
2022
Q3 		$644K Sell
15,448
-295
-2% -$14.6K 0.21% 72
2022
Q2 		$724K Buy
15,743
+615
+4% +$30.8K 0.23% 67
2022
Q1 		$808K Buy
15,128
+2,816
+23% +$174K 0.22% 58
2021
Q4 		$744K Buy
+12,312
New +$819K 0.31% 47

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweet Financial Partners's C Position: Q3 2024 in Review

Sweet Financial Partners increased its Citigroup (C) stake by 0.01% in Q3 2024, buying an estimated $124 and bringing the position to 17,582 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #79.

Sweet Financial Partners first reported a position in C in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2024. 1,792 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Sweet Financial Partners held 17,582 shares of Citigroup worth $1.1M as of Q3 2024.
  • Sweet Financial Partners bought 2 Citigroup shares in Q3 2024, an estimated $124.
  • Citigroup made up 0.24% of Sweet Financial Partners's portfolio in Q3 2024, its #79 holding.
  • Sweet Financial Partners first reported a position in Citigroup in Q4 2021 and has held it in 12 quarters since.
  • Sweet Financial Partners's Citigroup position peaked at $1.12M in Q2 2024.
  • 1,792 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.