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Syverson Strege & Co’s Citizens Financial Group CFG Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-59
Closed -$1.79K – 165
2023
Q1 		$1.79K Buy
+59
New +$2.31K ﹤0.01% 512
2021
Q4 		– Sell
-48
Closed -$2K – 332
2021
Q3 		$2K Buy
+48
New +$2.11K ﹤0.01% 390

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Syverson Strege & Co's CFG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 59 shares — an estimated $1.79K sold.

Syverson Strege & Co first reported a position in CFG in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

  • Syverson Strege & Co reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 59 Citizens Financial Group shares in Q2 2023, an estimated $1.79K.
  • Syverson Strege & Co first reported a position in Citizens Financial Group in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Citizens Financial Group position peaked at $2K in Q3 2021.
  • 689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.