V Wealth Advisors’s Citigroup C Stock Holding History

V Wealth Advisors’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
2022 Q2	–	Sell	-4,270	Closed	-$228K	–	415
2022 Q1	$228K	Buy	4,270 +894	+26%	+$55.2K	0.04%	395
2021 Q4	$204K	Buy	+3,376	New	+$224K	0.03%	432
2018 Q1	–	Sell	-4,181	Closed	-$315K	–	211
2017 Q4	$315K	Buy	4,181 +942	+29%	+$69.7K	0.16%	144
2017 Q3	$244K	Buy	3,239 +2,371	+273%	+$162K	0.12%	157
2017 Q2	$57K	Sell	868 -3,085	-78%	-$189K	0.03%	295
2017 Q1	$235K	Buy	+3,953	New	+$234K	0.14%	154

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

V Wealth Advisors's C Position: Q2 2022 in Review

V Wealth Advisors sold out of Citigroup (C) in Q2 2022, closing a stake of 4,270 shares — an estimated $228K sold.

V Wealth Advisors first reported a position in C in Q1 2017 and held it in 6 quarters. The position peaked at $315K in Q4 2017. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

V Wealth Advisors reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 4,270 Citigroup shares in Q2 2022, an estimated $228K.
V Wealth Advisors first reported a position in Citigroup in Q1 2017 and held it in 6 quarters.
V Wealth Advisors's Citigroup position peaked at $315K in Q4 2017.
1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.