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SYSTM Wealth Solutions’s Citigroup C Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-5,372
Closed -$341K – 175
2024
Q2 		$341K Sell
5,372
-21,640
-80% -$1.33M 0.08% 162
2024
Q1 		$1.71M Sell
27,012
-1,893
-7% -$105K 0.22% 136
2023
Q4 		$1.49M Sell
28,905
-143
-0.5% -$6.33K 0.21% 144
2023
Q3 		$1.19M Sell
29,048
-5,250
-15% -$230K 0.18% 153
2023
Q2 		$1.58M Sell
34,298
-109
-0.3% -$5.11K 0.21% 129
2023
Q1 		$1.61M Sell
34,407
-9,948
-22% -$488K 0.25% 105
2022
Q4 		$2.01M Buy
+44,355
New +$2.01M 0.25% 109

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's C Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Citigroup (C) in Q3 2024, closing a stake of 5,372 shares — an estimated $341K sold.

SYSTM Wealth Solutions first reported a position in C in Q4 2022 and held it in 7 quarters. The position peaked at $2.01M in Q4 2022. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,372 Citigroup shares in Q3 2024, an estimated $341K.
  • SYSTM Wealth Solutions first reported a position in Citigroup in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Citigroup position peaked at $2.01M in Q4 2022.
  • 1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.