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Twelve Points Wealth Management’s Citigroup C Stock Holding History

Twelve Points 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
2026
Q1 		$723K Sell
6,379
-41
-0.6% -$4.67K 0.16% 113
2025
Q4 		$779K Sell
6,420
-2,977
-32% -$309K 0.18% 109
2025
Q3 		$954K Sell
9,397
-2,266
-19% -$215K 0.24% 103
2025
Q2 		$993K Sell
11,663
-312
-3% -$22.6K 0.27% 95
2025
Q1 		$850K Sell
11,975
-48
-0.4% -$3.66K 0.23% 102
2024
Q4 		$846K Buy
12,023
+1,336
+13% +$90K 0.24% 94
2024
Q3 		$669K Buy
10,687
+817
+8% +$50.5K 0.21% 103
2024
Q2 		$626K Buy
9,870
+844
+9% +$52K 0.22% 100
2024
Q1 		$571K Sell
9,026
-674
-7% -$37.5K 0.21% 104
2023
Q4 		$499K Buy
9,700
+297
+3% +$13.1K 0.24% 113
2023
Q3 		$387K Buy
9,403
+834
+10% +$36.6K 0.19% 130
2023
Q2 		$395K Buy
8,569
+1,038
+14% +$48.6K 0.21% 127
2023
Q1 		$353K Buy
7,531
+1,197
+19% +$58.7K 0.2% 133
2022
Q4 		$286K Sell
6,334
-8,351
-57% -$379K 0.19% 138
2022
Q3 		$612K Buy
14,685
+549
+4% +$27.1K 0.48% 69
2022
Q2 		$650K Buy
14,136
+1,290
+10% +$64.5K 0.5% 72
2022
Q1 		$686K Buy
12,846
+683
+6% +$42.2K 0.51% 72
2021
Q4 		$735K Buy
+12,163
New +$809K 0.6% 53

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return