Titus Wealth Management’s Citigroup C Stock Holding History

Titus Wealth Management’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
2021 Q4	–	Sell	-2,889	Closed	-$204K	–	171
2021 Q3	$204K	Buy	2,889 +2	+0.1%	+$140	0.11%	153
2021 Q2	$204K	Sell	2,887 -39	-1%	-$2.89K	0.11%	146
2021 Q1	$213K	Buy	+2,926	New	+$195K	0.12%	130
2020 Q3	–	Sell	-4,198	Closed	-$215K	–	120
2020 Q2	$215K	Buy	+4,198	New	+$199K	0.17%	101
2018 Q4	–	Sell	-2,483	Closed	-$178K	–	95
2018 Q3	$178K	Buy	+2,483	New	+$176K	0.15%	90

Other funds holding C

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Titus Wealth Management's C Position: Q4 2021 in Review

Titus Wealth Management sold out of Citigroup (C) in Q4 2021, closing a stake of 2,889 shares — an estimated $204K sold.

Titus Wealth Management first reported a position in C in Q3 2018 and held it in 5 quarters. The position peaked at $215K in Q2 2020. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Titus Wealth Management reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Titus Wealth Management sold 2,889 Citigroup shares in Q4 2021, an estimated $204K.
Titus Wealth Management first reported a position in Citigroup in Q3 2018 and held it in 5 quarters.
Titus Wealth Management's Citigroup position peaked at $215K in Q2 2020.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Titus Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.