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TFO Wealth Partners’s Citigroup C Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-4
Closed -$184 – 952
2023
Q3 		$184 Buy
+4
New +$176 ﹤0.01% 837
2022
Q4 		– Sell
-103
Closed -$4K – 928
2022
Q3 		$4K Buy
+103
New +$5.09K ﹤0.01% 105
2021
Q4 		– Sell
-1
Closed – – 141
2021
Q3 		$0 Sell
1
-49
-98% -$3.42K ﹤0.01% 149
2021
Q2 		$3K Buy
+50
New +$3.7K ﹤0.01% 99
2020
Q1 		– Sell
-250
Closed -$19K – 131
2019
Q4 		$19K Buy
+250
New +$18.5K 0.02% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

TFO Wealth Partners's C Position: Q4 2023 in Review

TFO Wealth Partners sold out of Citigroup (C) in Q4 2023, closing a stake of 4 shares — an estimated $184 sold.

TFO Wealth Partners first reported a position in C in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • TFO Wealth Partners reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Citigroup shares in Q4 2023, an estimated $184.
  • TFO Wealth Partners first reported a position in Citigroup in Q4 2019 and held it in 5 quarters.
  • TFO Wealth Partners's Citigroup position peaked at $19K in Q4 2019.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.