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WAP
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
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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