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Wealthcare Capital Management’s Citizens Financial Group CFG Stock Holding History

Wealthcare Capital Management’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
-66
Closed -$3K – 175
2021
Q1 		$3K Buy
+66
New +$2.75K ﹤0.01% 467
2020
Q1 		– Sell
-55
Closed -$2K – 319
2019
Q4 		$2K Buy
+55
New +$2.06K ﹤0.01% 415
2018
Q1 		– Sell
-78
Closed -$3K – 205
2017
Q4 		$3K Buy
+78
New +$3.05K ﹤0.01% 172

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthcare Capital Management's CFG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Citizens Financial Group (CFG) in Q2 2021, closing a stake of 66 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CFG in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 695 funds tracked by Wall St. Rank hold CFG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Citizens Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 66 Citizens Financial Group shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Citizens Financial Group in Q4 2017 and held it in 3 quarters.
  • Wealthcare Capital Management's Citizens Financial Group position peaked at $3K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2021.

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