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TD Ameritrade Investment Management’s Citizens Financial Group CFG Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-6,592
Closed -$172K – 78
2023
Q2 		$172K Sell
6,592
-3,181
-33% -$87.6K ﹤0.01% 182
2023
Q1 		$297K Sell
9,773
-3,145
-24% -$123K ﹤0.01% 147
2022
Q4 		$509K Sell
12,918
-5,043
-28% -$197K 0.01% 129
2022
Q3 		$617K Sell
17,961
-2,483
-12% -$91.9K 0.01% 131
2022
Q2 		$730K Sell
20,444
-4,398
-18% -$174K 0.01% 131
2022
Q1 		$1.13M Buy
24,842
+1,286
+5% +$66.1K 0.01% 127
2021
Q4 		$1.11M Buy
23,556
+15,598
+196% +$751K 0.01% 120
2021
Q3 		$201K Sell
7,958
-1,645
-17% -$72.2K ﹤0.01% 212
2021
Q2 		$440K Buy
9,603
+1,485
+18% +$70.1K ﹤0.01% 180
2021
Q1 		$290K Hold
8,118
– – ﹤0.01% 193
2020
Q4 		$290K Buy
8,118
+160
+2% +$5.02K ﹤0.01% 193
2020
Q3 		$201K Buy
7,958
+4,889
+159% +$124K ﹤0.01% 212
2020
Q2 		$77K Sell
3,069
-315
-9% -$7.15K ﹤0.01% 265
2020
Q1 		$64K Buy
3,384
+841
+33% +$27.4K ﹤0.01% 266
2019
Q4 		$103K Sell
2,543
-126
-5% -$4.72K ﹤0.01% 243
2019
Q3 		$94K Buy
2,669
+41
+2% +$1.43K ﹤0.01% 218
2019
Q2 		$93K Buy
2,628
+2,367
+907% +$82.5K ﹤0.01% 206
2019
Q1 		$8K Sell
261
-2,109
-89% -$73.1K ﹤0.01% 377
2018
Q4 		$70K Buy
2,370
+1,354
+133% +$47.5K ﹤0.01% 206
2018
Q3 		$39K Buy
1,016
+896
+747% +$36.1K ﹤0.01% 225
2018
Q2 		$5K Buy
+120
New +$5K ﹤0.01% 256

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TD Ameritrade Investment Management sold out of Citizens Financial Group (CFG) in Q3 2023, closing a stake of 6,592 shares — an estimated $172K sold.

TD Ameritrade Investment Management first reported a position in CFG in Q2 2018 and held it in 21 quarters. The position peaked at $1.13M in Q1 2022. 646 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Citizens Financial Group position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 6,592 Citizens Financial Group shares in Q3 2023, an estimated $172K.
  • TD Ameritrade Investment Management first reported a position in Citizens Financial Group in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Citizens Financial Group position peaked at $1.13M in Q1 2022.
  • 646 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

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