Tiedemann Advisors’s Citizens Financial Group CFG Stock Holding History

Tiedemann Advisors’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
2023 Q3	$752K	Buy	+28,043	New	+$802K	0.03%	143
2022 Q2	–	Sell	-28,264	Closed	-$1.28M	–	246
2022 Q1	$1.28M	Buy	28,264 +221	+0.8%	+$11.4K	0.07%	127
2021 Q4	$1.32M	Buy	28,043 +10	+0%	+$482	0.06%	120
2021 Q3	$1.32M	Sell	28,033 -5,601	-17%	-$246K	0.07%	113
2021 Q2	$1.54M	Buy	33,634 +5,400	+19%	+$255K	0.06%	130
2021 Q1	$1.25M	Sell	28,234 -216	-0.8%	-$8.99K	0.05%	141
2020 Q4	$1.02M	Buy	28,450 +130	+0.5%	+$4.08K	0.05%	150
2020 Q3	$716K	Hold	28,320	–	–	0.03%	201
2020 Q2	$715K	Buy	28,320 +9,982	+54%	+$227K	0.04%	188
2020 Q1	$345K	Buy	18,338 +954	+5%	+$31.1K	0.02%	224
2019 Q4	$706K	Buy	+17,384	New	+$651K	0.03%	188
2019 Q2	–	Sell	-21,156	Closed	-$688K	–	315
2019 Q1	$688K	Buy	21,156 +22	+0.1%	+$762	0.03%	267
2018 Q4	$628K	Buy	+21,134	New	+$741K	0.03%	259

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tiedemann Advisors's CFG Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Citizens Financial Group (CFG) in Q3 2023: 28,043 shares worth $752K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in CFG as recently as Q1 2022.

Tiedemann Advisors first reported a position in CFG in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2021. 646 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

Tiedemann Advisors held 28,043 shares of Citizens Financial Group worth $752K as of Q3 2023.
Citizens Financial Group was a new Tiedemann Advisors position in Q3 2023.
Citizens Financial Group made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #143 holding.
Tiedemann Advisors first reported a position in Citizens Financial Group in Q4 2018 and has held it in 13 quarters since.
Tiedemann Advisors's Citizens Financial Group position peaked at $1.54M in Q2 2021.
646 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.