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Tilia Fiduciary Partners’s Citigroup C Stock Holding History

Tilia Fiduciary 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
2022
Q3 		– Sell
-457
Closed -$21K – 514
2022
Q2 		$21K Sell
457
-38
-8% -$1.9K 0.02% 289
2022
Q1 		$26K Sell
495
-631
-56% -$39K 0.02% 279
2021
Q4 		$68K Buy
+1,126
New +$74.9K 0.05% 194

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

Tilia Fiduciary Partners's C Position: Q3 2022 in Review

Tilia Fiduciary Partners sold out of Citigroup (C) in Q3 2022, closing a stake of 457 shares — an estimated $21K sold.

Tilia Fiduciary Partners first reported a position in C in Q4 2021 and held it in 3 quarters. The position peaked at $68K in Q4 2021. 1,607 funds tracked by Wall St. Rank hold C as of Q3 2022.

  • Tilia Fiduciary Partners reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 457 Citigroup shares in Q3 2022, an estimated $21K.
  • Tilia Fiduciary Partners first reported a position in Citigroup in Q4 2021 and held it in 3 quarters.
  • Tilia Fiduciary Partners's Citigroup position peaked at $68K in Q4 2021.
  • 1,607 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2022, filed 27 Oct 2022.