U.S. Capital Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

U.S. Capital 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
2022 Q2	–	Sell	-14,616	Closed	-$663K	–	677
2022 Q1	$663K	Sell	14,616 -19,283	-57%	-$991K	0.02%	457
2021 Q4	$1.6M	Buy	33,899 +3	+0%	+$145	0.06%	307
2021 Q3	$1.59M	Buy	+33,896	New	+$1.49M	0.07%	298

Other funds holding CFG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

U.S. Capital Wealth Advisors's CFG Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 14,616 shares — an estimated $663K sold.

U.S. Capital Wealth Advisors first reported a position in CFG in Q3 2021 and held it in 3 quarters. The position peaked at $1.6M in Q4 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

U.S. Capital Wealth Advisors reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 14,616 Citizens Financial Group shares in Q2 2022, an estimated $663K.
U.S. Capital Wealth Advisors first reported a position in Citizens Financial Group in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Citizens Financial Group position peaked at $1.6M in Q4 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.