Unique Wealth Strategies’s Citigroup C Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-95	Closed	-$6.01K	–	280
2024 Q2	$6.01K	Buy	+95	New	+$5.86K	﹤0.01%	374

Other funds holding C

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Unique Wealth Strategies's C Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Citigroup (C) in Q3 2024, closing a stake of 95 shares — an estimated $6.01K sold.

Unique Wealth Strategies first reported a position in C in Q2 2024 and held it in 1 quarter. The position peaked at $6.01K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

Unique Wealth Strategies reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 95 Citigroup shares in Q3 2024, an estimated $6.01K.
Unique Wealth Strategies first reported a position in Citigroup in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Citigroup position peaked at $6.01K in Q2 2024.
1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.