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Wealthstreet Investment Advisors’s Citigroup C Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-67,854
Closed -$4.94M – 125
2021
Q1 		$4.94M Buy
67,854
+137
+0.2% +$9.14K 0.48% 50
2020
Q4 		$4.17M Sell
67,717
-9,757
-13% -$496K 0.42% 56
2020
Q3 		$3.34M Sell
77,474
-4,169
-5% -$208K 0.37% 60
2020
Q2 		$4.17M Buy
81,643
+975
+1% +$46.3K 0.51% 51
2020
Q1 		$3.4M Sell
80,668
-13,443
-14% -$902K 0.5% 49
2019
Q4 		$7.52M Sell
94,111
-419
-0.4% -$31K 0.88% 30
2019
Q3 		$6.91M Sell
94,530
-4,251
-4% -$289K 0.88% 32
2019
Q2 		$6.92M Buy
98,781
+856
+0.9% +$57.3K 0.89% 31
2019
Q1 		$6.09M Sell
97,925
-87
-0.1% -$5.4K 0.8% 34
2018
Q4 		$6.26M Sell
98,012
-7,651
-7% -$484K 0.88% 28
2018
Q3 		$7.58M Sell
105,663
-550
-0.5% -$38.9K 0.94% 27
2018
Q2 		$7.11M Sell
106,213
-29,016
-21% -$2M 0.94% 25
2018
Q1 		$9.13M Buy
135,229
+4,740
+4% +$356K 1.14% 20
2017
Q4 		$9.71M Buy
+130,489
New +$9.65M 1.18% 19

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthstreet Investment Advisors's C Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Citigroup (C) in Q2 2021, closing a stake of 67,854 shares — an estimated $4.94M sold.

Wealthstreet Investment Advisors first reported a position in C in Q4 2017 and held it in 14 quarters. The position peaked at $9.71M in Q4 2017. 1,709 funds tracked by Wall St. Rank hold C as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 67,854 Citigroup shares in Q2 2021, an estimated $4.94M.
  • Wealthstreet Investment Advisors first reported a position in Citigroup in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Citigroup position peaked at $9.71M in Q4 2017.
  • 1,709 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.