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WealthPLAN Partners’s Citizens Financial Group CFG Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-325
Closed -$8.48K – 438
2023
Q2 		$8.48K Buy
325
+4
+1% +$110 ﹤0.01% 822
2023
Q1 		$9.74K Buy
+321
New +$12.6K ﹤0.01% 872
2017
Q2 		– Sell
-607
Closed -$20.9K – 215
2017
Q1 		$20.9K Buy
+607
New +$22.1K 0.07% 183
2016
Q3 		$22.3K Sell
894
-888
-50% -$20.4K 0.01% 465
2016
Q2 		$17.8K Buy
+1,782
New +$39.6K ﹤0.01% 1467

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's CFG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Citizens Financial Group (CFG) in Q3 2023, closing a stake of 325 shares — an estimated $8.48K sold.

WealthPLAN Partners first reported a position in CFG in Q2 2016 and held it in 5 quarters. The position peaked at $22.3K in Q3 2016. 650 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Citizens Financial Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 325 Citizens Financial Group shares in Q3 2023, an estimated $8.48K.
  • WealthPLAN Partners first reported a position in Citizens Financial Group in Q2 2016 and held it in 5 quarters.
  • WealthPLAN Partners's Citizens Financial Group position peaked at $22.3K in Q3 2016.
  • 650 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.