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WealthPLAN Partners’s Citigroup C Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-401
Closed -$18.5K – 425
2023
Q2 		$18.5K Buy
401
+2
+0.5% +$94 ﹤0.01% 697
2023
Q1 		$18.7K Buy
+399
New +$19.6K ﹤0.01% 741
2017
Q2 		– Sell
-831
Closed -$49.5K – 212
2017
Q1 		$49.5K Buy
+831
New +$49.1K 0.17% 110
2016
Q3 		$144K Sell
3,009
-5,650
-65% -$257K 0.05% 185
2016
Q2 		$155K Buy
+8,659
New +$383K 0.02% 466
2015
Q4 		$306K Buy
+18,720
New +$993K 0.05% 206
2015
Q2 		$363K Buy
6,574
+11
+0.2% +$598 0.16% 72
2015
Q1 		$345K Buy
+6,563
New +$334K 0.16% 89

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return