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Wealth Quarterback’s Citizens Financial Group CFG Stock Holding History

Wealth Quarterback’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
2021
Q3 		$2K Hold
28
– – ﹤0.01% 704
2021
Q2 		$2K Buy
+28
New +$1.32K ﹤0.01% 736
2020
Q2 		– Sell
-28
Closed -$527 – 211
2020
Q1 		$527 Hold
28
– – ﹤0.01% 886
2019
Q4 		$1.14K Buy
+28
New +$1.05K ﹤0.01% 830

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealth Quarterback's CFG Position: Q3 2021 in Review

Wealth Quarterback held its Citizens Financial Group (CFG) position steady in Q3 2021 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Wealth Quarterback first reported a position in CFG in Q4 2019 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

  • Wealth Quarterback held 28 shares of Citizens Financial Group worth $2K as of Q3 2021.
  • Wealth Quarterback left its Citizens Financial Group share count unchanged in Q3 2021.
  • Citizens Financial Group made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #704 holding.
  • Wealth Quarterback first reported a position in Citizens Financial Group in Q4 2019 and has held it in 4 quarters since.
  • 701 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.