TSWM
CFG icon

Tyler-Stone Wealth Management’s Citizens Financial Group CFG Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-84
Closed -$3.03K – 411
2024
Q2 		$3.03K Hold
84
– – ﹤0.01% 817
2024
Q1 		$3.05K Hold
84
– – ﹤0.01% 806
2023
Q4 		$2.78K Hold
84
– – ﹤0.01% 781
2023
Q3 		$2K Hold
84
– – ﹤0.01% 799
2023
Q2 		$2K Buy
+84
New +$2.31K ﹤0.01% 790
2022
Q4 		$5K Hold
132
– – ﹤0.01% 649
2022
Q3 		$5K Hold
132
– – ﹤0.01% 633
2022
Q2 		$5K Hold
132
– – ﹤0.01% 661
2022
Q1 		$6K Hold
132
– – ﹤0.01% 642
2021
Q4 		$6K Buy
+132
New +$6.36K ﹤0.01% 671

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tyler-Stone Wealth Management's CFG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Citizens Financial Group (CFG) in Q3 2024, closing a stake of 84 shares — an estimated $3.03K sold.

Tyler-Stone Wealth Management first reported a position in CFG in Q4 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 795 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Citizens Financial Group position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 84 Citizens Financial Group shares in Q3 2024, an estimated $3.03K.
  • Tyler-Stone Wealth Management first reported a position in Citizens Financial Group in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Citizens Financial Group position peaked at $6K in Q1 2022.
  • 795 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.