WealthBridge Capital Management’s Citigroup C Stock Holding History

WealthBridge Capital Management’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	-3,308	Closed	-$264K	–	118
2019 Q4	$264K	Sell	3,308 -19	-0.6%	-$1.4K	0.17%	102
2019 Q3	$230K	Buy	+3,327	New	+$226K	0.17%	101
2019 Q2	–	Sell	-3,340	Closed	-$226K	–	220
2019 Q1	$226K	Sell	3,340 -439	-12%	-$27.3K	0.14%	102
2018 Q4	$197K	Buy	+3,779	New	+$239K	0.15%	100

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

WealthBridge Capital Management's C Position: Q1 2020 in Review

WealthBridge Capital Management sold out of Citigroup (C) in Q1 2020, closing a stake of 3,308 shares — an estimated $264K sold.

WealthBridge Capital Management first reported a position in C in Q4 2018 and held it in 4 quarters. The position peaked at $264K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

WealthBridge Capital Management reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 3,308 Citigroup shares in Q1 2020, an estimated $264K.
WealthBridge Capital Management first reported a position in Citigroup in Q4 2018 and held it in 4 quarters.
WealthBridge Capital Management's Citigroup position peaked at $264K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.