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TRUE Private Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

TRUE Private Wealth 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
2020
Q1 		– Sell
-266
Closed -$10K – 691
2019
Q4 		$10K Buy
+266
New +$9.96K ﹤0.01% 599
2019
Q3 		– Sell
-133
Closed -$4K – 297
2019
Q2 		$4K Buy
+133
New +$4.64K ﹤0.01% 654
2018
Q4 		– Sell
-2,938
Closed -$113K – 347
2018
Q3 		$113K Buy
+2,938
New +$118K 0.02% 335

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TRUE Private Wealth Advisors's CFG Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2020, closing a stake of 266 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in CFG in Q3 2018 and held it in 3 quarters. The position peaked at $113K in Q3 2018. 580 funds tracked by Wall St. Rank hold CFG as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 266 Citizens Financial Group shares in Q1 2020, an estimated $10K.
  • TRUE Private Wealth Advisors first reported a position in Citizens Financial Group in Q3 2018 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Citizens Financial Group position peaked at $113K in Q3 2018.
  • 580 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.