T
CIA icon

TCWP’s Citizens CIA Stock Holding History

TCWP’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-265
Closed -$1K – 557
2022
Q1 		$1K Buy
+265
New +$1.2K ﹤0.01% 1469

Other funds holding CIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCWP's CIA Position: Q2 2022 in Review

TCWP sold out of Citizens (CIA) in Q2 2022, closing a stake of 265 shares — an estimated $1K sold.

TCWP first reported a position in CIA in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 59 funds tracked by Wall St. Rank hold CIA as of Q2 2022.

  • TCWP reported no remaining Citizens position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 265 Citizens shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Citizens in Q1 2022 and held it in 1 quarter.
  • TCWP's Citizens position peaked at $1K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Citizens as of Q2 2022.

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