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Tempus Wealth Planning’s Citigroup C Stock Holding History

Tempus Wealth Planning’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
-5,093
Closed -$234K – 170
2023
Q2 		$234K Sell
5,093
-8,008
-61% -$375K 0.11% 166
2023
Q1 		$614K Buy
13,101
+267
+2% +$13.1K 0.3% 82
2022
Q4 		$580K Sell
12,834
-240
-2% -$10.9K 0.35% 86
2022
Q3 		$545K Buy
13,074
+1,211
+10% +$59.8K 0.36% 76
2022
Q2 		$546K Sell
11,863
-657
-5% -$32.9K 0.45% 64
2022
Q1 		$669K Buy
12,520
+762
+6% +$47.1K 0.48% 55
2021
Q4 		$710K Buy
11,758
+52
+0.4% +$3.46K 0.38% 71
2021
Q3 		$822K Buy
11,706
+508
+5% +$35.5K 0.47% 63
2021
Q2 		$792K Buy
11,198
+859
+8% +$63.6K 0.53% 57
2021
Q1 		$752K Sell
10,339
-134
-1% -$8.95K 0.8% 33
2020
Q4 		$646K Sell
10,473
-129
-1% -$6.56K 0.83% 25
2020
Q3 		$457K Sell
10,602
-1,176
-10% -$58.6K 0.66% 27
2020
Q2 		$602K Buy
11,778
+53
+0.5% +$2.52K 0.9% 23
2020
Q1 		$494K Buy
11,725
+7,032
+150% +$472K 0.81% 24
2019
Q4 		$375K Buy
+4,693
New +$347K 0.33% 45

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tempus Wealth Planning's C Position: Q3 2023 in Review

Tempus Wealth Planning sold out of Citigroup (C) in Q3 2023, closing a stake of 5,093 shares — an estimated $234K sold.

Tempus Wealth Planning first reported a position in C in Q4 2019 and held it in 15 quarters. The position peaked at $822K in Q3 2021. 1,522 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • Tempus Wealth Planning reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 5,093 Citigroup shares in Q3 2023, an estimated $234K.
  • Tempus Wealth Planning first reported a position in Citigroup in Q4 2019 and held it in 15 quarters.
  • Tempus Wealth Planning's Citigroup position peaked at $822K in Q3 2021.
  • 1,522 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Tempus Wealth Planning's 13F filing for Q3 2023, filed 1 Nov 2023.