TCWP’s Citizens Financial Group CFG Stock Holding History

TCWP’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
2022 Q2	–	Sell	-1,868	Closed	-$84K	–	541
2022 Q1	$84K	Buy	+1,868	New	+$96K	0.02%	387

Other funds holding CFG

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

BlackRock New York $5.72T AUM 30.48% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TCWP's CFG Position: Q2 2022 in Review

TCWP sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 1,868 shares — an estimated $84K sold.

TCWP first reported a position in CFG in Q1 2022 and held it in 1 quarter. The position peaked at $84K in Q1 2022. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

TCWP reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,868 Citizens Financial Group shares in Q2 2022, an estimated $84K.
TCWP first reported a position in Citizens Financial Group in Q1 2022 and held it in 1 quarter.
TCWP's Citizens Financial Group position peaked at $84K in Q1 2022.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.