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Wealthedge Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Wealthedge Investment Advisors’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
2025
Q1 		– Sell
-4,901
Closed -$214K – 187
2024
Q4 		$214K Buy
+4,901
New +$217K 0.1% 144

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthedge Investment Advisors's CFG Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 4,901 shares — an estimated $214K sold.

Wealthedge Investment Advisors first reported a position in CFG in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 4,901 Citizens Financial Group shares in Q1 2025, an estimated $214K.
  • Wealthedge Investment Advisors first reported a position in Citizens Financial Group in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Citizens Financial Group position peaked at $214K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.