Wealthcare Advisory Partners’s Citizens Financial Group CFG Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-93	Closed	-$4K	–	761
2021 Q1	$4K	Buy	+93	New	+$3.87K	﹤0.01%	1690
2020 Q2	–	Sell	-3	Closed	–	–	471
2020 Q1	$0	Sell	3 -210	-99%	-$6.85K	﹤0.01%	1487
2019 Q4	$9K	Sell	213 -407	-66%	-$15.2K	﹤0.01%	963
2019 Q3	$22K	Sell	620 -99	-14%	-$3.46K	﹤0.01%	718
2019 Q2	$25K	Buy	719 +716	+23,867%	+$25K	﹤0.01%	673
2019 Q1	$0	Hold	3	–	–	﹤0.01%	1215
2018 Q4	$0	Hold	3	–	–	﹤0.01%	1203
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1233
2018 Q2	$0	Sell	3 -18	-86%	-$750	﹤0.01%	1236
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	1000
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	972
2017 Q3	$1K	Buy	21 +18	+600%	+$630	﹤0.01%	801
2017 Q2	$0	Hold	3	–	–	﹤0.01%	109
2017 Q1	$0	Hold	3	–	–	﹤0.01%	109
2016 Q4	$0	Hold	3	–	–	﹤0.01%	105
2016 Q3	$0	Hold	3	–	–	﹤0.01%	85
2016 Q2	$0	Buy	+3	New	+$67	﹤0.01%	110

Other funds holding CFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthcare Advisory Partners's CFG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 93 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in CFG in Q2 2016 and held it in 17 quarters. The position peaked at $25K in Q2 2019. 695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 93 Citizens Financial Group shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Citizens Financial Group in Q2 2016 and held it in 17 quarters.
Wealthcare Advisory Partners's Citizens Financial Group position peaked at $25K in Q2 2019.
695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.