Tobias Financial Advisors’s Citigroup C Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-178	Closed	-$14K	–	86
2019 Q4	$14K	Buy	+178	New	+$13.2K	0.01%	170

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Tobias Financial Advisors's C Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Citigroup (C) in Q1 2020, closing a stake of 178 shares — an estimated $14K sold.

Tobias Financial Advisors first reported a position in C in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Tobias Financial Advisors reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 178 Citigroup shares in Q1 2020, an estimated $14K.
Tobias Financial Advisors first reported a position in Citigroup in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Citigroup position peaked at $14K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.