Ten Capital Wealth Advisors’s Citigroup C Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$182K	Buy	3,972 +3,456	+670%	+$162K	0.05%	136
2023 Q1	$24.2K	Buy	516 +509	+7,271%	+$25K	0.01%	295
2022 Q4	$317	Hold	7	–	–	﹤0.01%	549
2022 Q3	$0	Sell	7 -111	-94%	-$5.48K	﹤0.01%	562
2022 Q2	$5K	Sell	118 -113	-49%	-$5.65K	﹤0.01%	324
2022 Q1	$12K	Buy	231 +224	+3,200%	+$13.8K	0.01%	274
2021 Q4	$0	Sell	7 -13	-65%	-$864	﹤0.01%	473
2021 Q3	$1K	Sell	20 -11	-35%	-$769	﹤0.01%	384
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	407
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	316
2020 Q4	$2K	Buy	+31	New	+$1.58K	﹤0.01%	324

Other funds holding C

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ten Capital Wealth Advisors's C Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Citigroup (C) stake by 670% in Q2 2023, buying an estimated $162K and bringing the position to 3,972 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #136.

Ten Capital Wealth Advisors first reported a position in C in Q4 2020 and has held it in 11 quarters since. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

Ten Capital Wealth Advisors held 3,972 shares of Citigroup worth $182K as of Q2 2023.
Ten Capital Wealth Advisors bought 3,456 Citigroup shares in Q2 2023, an estimated $162K.
Citigroup made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #136 holding.
Ten Capital Wealth Advisors first reported a position in Citigroup in Q4 2020 and has held it in 11 quarters since.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.