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Unique Wealth Strategies’s Citizens Financial Group CFG Stock Holding History

Unique Wealth Strategies’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
-30
Closed -$1.09K – 292
2024
Q2 		$1.09K Buy
+30
New +$1.05K ﹤0.01% 540

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

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

Unique Wealth Strategies sold out of Citizens Financial Group (CFG) in Q3 2024, closing a stake of 30 shares — an estimated $1.09K sold.

Unique Wealth Strategies first reported a position in CFG in Q2 2024 and held it in 1 quarter. The position peaked at $1.09K in Q2 2024. 795 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Citizens Financial Group position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 30 Citizens Financial Group shares in Q3 2024, an estimated $1.09K.
  • Unique Wealth Strategies first reported a position in Citizens Financial Group in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Citizens Financial Group position peaked at $1.09K in Q2 2024.
  • 795 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

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