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TD Ameritrade Investment Management’s Citigroup C Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-251
Closed -$12K – 65
2023
Q2 		$12K Sell
251
-146
-37% -$6.84K ﹤0.01% 332
2023
Q1 		$19K Buy
397
+49
+14% +$2.4K ﹤0.01% 311
2022
Q4 		$16K Buy
+348
New +$15.8K ﹤0.01% 342
2022
Q3 		– Sell
-753
Closed -$35K – 588
2022
Q2 		$35K Sell
753
-1,046
-58% -$52.3K ﹤0.01% 330
2022
Q1 		$96K Sell
1,799
-1,076
-37% -$66.5K ﹤0.01% 295
2021
Q4 		$174K Sell
2,875
-1,382
-32% -$91.9K ﹤0.01% 247
2021
Q3 		$184K Buy
4,257
+34
+0.8% +$2.38K ﹤0.01% 214
2021
Q2 		$299K Buy
4,223
+393
+10% +$29.1K ﹤0.01% 206
2021
Q1 		$236K Hold
3,830
– – ﹤0.01% 210
2020
Q4 		$236K Sell
3,830
-427
-10% -$21.7K ﹤0.01% 210
2020
Q3 		$184K Buy
4,257
+1,810
+74% +$90.2K ﹤0.01% 214
2020
Q2 		$125K Sell
2,447
-186
-7% -$8.82K ﹤0.01% 234
2020
Q1 		$111K Buy
2,633
+657
+33% +$44.1K ﹤0.01% 229
2019
Q4 		$158K Buy
1,976
+177
+10% +$13.1K ﹤0.01% 212
2019
Q3 		$124K Sell
1,799
-228
-11% -$15.5K ﹤0.01% 199
2019
Q2 		$142K Buy
2,027
+1,988
+5,097% +$133K ﹤0.01% 191
2019
Q1 		$2K Sell
39
-2,193
-98% -$136K ﹤0.01% 509
2018
Q4 		$116K Buy
2,232
+1,251
+128% +$79.2K ﹤0.01% 181
2018
Q3 		$70K Buy
981
+863
+731% +$61K ﹤0.01% 196
2018
Q2 		$8K Buy
+118
New +$8.12K ﹤0.01% 239

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's C Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Citigroup (C) in Q3 2023, closing a stake of 251 shares — an estimated $12K sold.

TD Ameritrade Investment Management first reported a position in C in Q2 2018 and held it in 20 quarters. The position peaked at $299K in Q2 2021. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 251 Citigroup shares in Q3 2023, an estimated $12K.
  • TD Ameritrade Investment Management first reported a position in Citigroup in Q2 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Citigroup position peaked at $299K in Q2 2021.
  • 1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.