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Wealthspire Advisors (Maryland)’s Citizens Financial Group CFG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$388K Buy
15,363
+3,216
+26% +$81.6K 0.01% 313
2020
Q2 		$307K Sell
12,147
-382
-3% -$8.67K 0.02% 335
2020
Q1 		$236K Buy
12,529
+3,020
+32% +$98.5K 0.02% 350
2019
Q4 		$386K Buy
9,509
+129
+1% +$4.83K 0.03% 320
2019
Q3 		$332K Sell
9,380
-189
-2% -$6.59K 0.02% 328
2019
Q2 		$338K Sell
9,569
-337
-3% -$11.7K 0.03% 326
2019
Q1 		$322K Sell
9,906
-1,061
-10% -$36.8K 0.02% 336
2018
Q4 		$326K Sell
10,967
-1,882
-15% -$66K 0.03% 306
2018
Q3 		$496K Sell
12,849
-438
-3% -$17.7K 0.04% 248
2018
Q2 		$517K Sell
13,287
-299
-2% -$12.5K 0.05% 231
2018
Q1 		$570K Sell
13,586
-1,132
-8% -$50.8K 0.05% 219
2017
Q4 		$618K Sell
14,718
-581
-4% -$22.7K 0.06% 219
2017
Q3 		$579K Sell
15,299
-1,573
-9% -$55K 0.06% 214
2017
Q2 		$602K Sell
16,872
-1,951
-10% -$69.2K 0.07% 194
2017
Q1 		$650K Buy
18,823
+10,449
+125% +$381K 0.09% 142
2016
Q4 		$298K Sell
8,374
-1,314
-14% -$39.8K 0.04% 276
2016
Q3 		$239K Buy
9,688
+1,473
+18% +$33.9K 0.04% 328
2016
Q2 		$164K Buy
8,215
+215
+3% +$4.77K 0.03% 416
2016
Q1 		$168K Sell
8,000
-821
-9% -$17.4K 0.03% 399
2015
Q4 		$231K Buy
+8,821
New +$222K 0.04% 330

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CFG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Citizens Financial Group (CFG) stake by 26% in Q3 2020, buying an estimated $81.6K and bringing the position to 15,363 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #313.

Wealthspire Advisors (Maryland) first reported a position in CFG in Q4 2015 and has held it in 20 quarters since. The position peaked at $650K in Q1 2017. 552 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 15,363 shares of Citizens Financial Group worth $388K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,216 Citizens Financial Group shares in Q3 2020, an estimated $81.6K.
  • Citizens Financial Group made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #313 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Citizens Financial Group in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Citizens Financial Group position peaked at $650K in Q1 2017.
  • 552 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.