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TruWealth Advisors’s Citigroup C Stock Holding History

TruWealth 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
2022
Q1 		– Sell
-7,833
Closed -$473K – 125
2021
Q4 		$473K Sell
7,833
-705
-8% -$46.9K 0.05% 78
2021
Q3 		$599K Sell
8,538
-71
-0.8% -$4.96K 0.07% 72
2021
Q2 		$609K Sell
8,609
-1,003
-10% -$74.2K 0.07% 70
2021
Q1 		$699K Sell
9,612
-1,042
-10% -$69.6K 0.09% 65
2020
Q4 		$657K Buy
+10,654
New +$542K 0.1% 66

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

TruWealth Advisors's C Position: Q1 2022 in Review

TruWealth Advisors sold out of Citigroup (C) in Q1 2022, closing a stake of 7,833 shares — an estimated $473K sold.

TruWealth Advisors first reported a position in C in Q4 2020 and held it in 5 quarters. The position peaked at $699K in Q1 2021. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • TruWealth Advisors reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • TruWealth Advisors sold 7,833 Citigroup shares in Q1 2022, an estimated $473K.
  • TruWealth Advisors first reported a position in Citigroup in Q4 2020 and held it in 5 quarters.
  • TruWealth Advisors's Citigroup position peaked at $699K in Q1 2021.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on TruWealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.