Wealth Advisors’s Citigroup C Stock Holding History

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
2020 Q1	–	Sell	-6,000	Closed	-$465K	–	68
2019 Q4	$465K	Buy	+6,000	New	+$443K	0.27%	46

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Wealth Advisors's C Position: Q1 2020 in Review

Wealth Advisors sold out of Citigroup (C) in Q1 2020, closing a stake of 6,000 shares — an estimated $465K sold.

Wealth Advisors first reported a position in C in Q4 2019 and held it in 1 quarter. The position peaked at $465K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Wealth Advisors reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Wealth Advisors sold 6,000 Citigroup shares in Q1 2020, an estimated $465K.
Wealth Advisors first reported a position in Citigroup in Q4 2019 and held it in 1 quarter.
Wealth Advisors's Citigroup position peaked at $465K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Wealth Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.