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Tiedemann Advisors’s Citigroup C Stock Holding History

Tiedemann 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
2022
Q2 		– Sell
-5,304
Closed -$285K – 242
2022
Q1 		$285K Sell
5,304
-1,938
-27% -$120K 0.01% 234
2021
Q4 		$438K Buy
7,242
+46
+0.6% +$3.06K 0.02% 202
2021
Q3 		$506K Sell
7,196
-2,997
-29% -$209K 0.03% 190
2021
Q2 		$722K Buy
10,193
+86
+0.9% +$6.36K 0.03% 199
2021
Q1 		$736K Sell
10,107
-41
-0.4% -$2.74K 0.03% 185
2020
Q4 		$625K Buy
10,148
+1,096
+12% +$55.7K 0.03% 189
2020
Q3 		$389K Buy
9,052
+710
+9% +$35.4K 0.02% 242
2020
Q2 		$428K Buy
8,342
+1,568
+23% +$74.4K 0.02% 220
2020
Q1 		$285K Sell
6,774
-1,452
-18% -$97.5K 0.02% 243
2019
Q4 		$659K Sell
8,226
-336
-4% -$24.8K 0.03% 195
2019
Q3 		$589K Sell
8,562
-3,633
-30% -$247K 0.03% 210
2019
Q2 		$855K Sell
12,195
-10,153
-45% -$679K 0.04% 166
2019
Q1 		$1.39M Buy
22,348
+11,338
+103% +$704K 0.07% 176
2018
Q4 		$572K Sell
11,010
-6,862
-38% -$435K 0.03% 273
2018
Q3 		$1.28M Buy
17,872
+6,000
+51% +$424K 0.08% 146
2018
Q2 		$795K Sell
11,872
-2,574
-18% -$177K 0.05% 191
2018
Q1 		$973K Buy
+14,446
New +$1.09M 0.07% 149
2017
Q4 		– Sell
-23,296
Closed -$1.12M – 236
2017
Q3 		$1.12M Sell
23,296
-51,407
-69% -$3.51M 0.1% 140
2017
Q2 		$5M Buy
74,703
+16,751
+29% +$1.03M 0.36% 49
2017
Q1 		$3.47M Buy
57,952
+36,755
+173% +$2.17M 0.29% 69
2016
Q4 		$1.26M Buy
+21,197
New +$1.14M 0.13% 127

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiedemann Advisors's C Position: Q2 2022 in Review

Tiedemann Advisors sold out of Citigroup (C) in Q2 2022, closing a stake of 5,304 shares — an estimated $285K sold.

Tiedemann Advisors first reported a position in C in Q4 2016 and held it in 21 quarters. The position peaked at $5M in Q2 2017. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

  • Tiedemann Advisors reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 5,304 Citigroup shares in Q2 2022, an estimated $285K.
  • Tiedemann Advisors first reported a position in Citigroup in Q4 2016 and held it in 21 quarters.
  • Tiedemann Advisors's Citigroup position peaked at $5M in Q2 2017.
  • 1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.