Tower View Wealth Management’s Citigroup C Stock Holding History

Tower View 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	-400	Closed	-$28K	–	192
2021 Q3	$28K	Buy	+400	New	+$28K	0.02%	127

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

Tower View Wealth Management's C Position: Q4 2021 in Review

Tower View Wealth Management sold out of Citigroup (C) in Q4 2021, closing a stake of 400 shares — an estimated $28K sold.

Tower View Wealth Management first reported a position in C in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

Tower View Wealth Management reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Tower View Wealth Management sold 400 Citigroup shares in Q4 2021, an estimated $28K.
Tower View Wealth Management first reported a position in Citigroup in Q3 2021 and held it in 1 quarter.
Tower View Wealth Management's Citigroup position peaked at $28K in Q3 2021.
1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.