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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return