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TFO Wealth Partners’s Citizens Financial Group CFG Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-8
Closed -$290 – 186
2024
Q1 		$290 Hold
8
– – ﹤0.01% 408
2023
Q4 		$265 Hold
8
– – ﹤0.01% 551
2023
Q3 		$209 Hold
8
– – ﹤0.01% 782
2023
Q2 		$209 Hold
8
– – ﹤0.01% 489
2023
Q1 		$243 Buy
8
+7
+700% +$274 ﹤0.01% 427
2022
Q4 		$452 Buy
+1
New +$39 ﹤0.01% 491

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's CFG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Citizens Financial Group (CFG) in Q2 2024, closing a stake of 8 shares — an estimated $290 sold.

TFO Wealth Partners first reported a position in CFG in Q4 2022 and held it in 6 quarters. The position peaked at $452 in Q4 2022. 758 funds tracked by Wall St. Rank hold CFG as of Q2 2024.

  • TFO Wealth Partners reported no remaining Citizens Financial Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Citizens Financial Group shares in Q2 2024, an estimated $290.
  • TFO Wealth Partners first reported a position in Citizens Financial Group in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Citizens Financial Group position peaked at $452 in Q4 2022.
  • 758 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.