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Weaver Consulting Group’s Citizens Financial Group CFG Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-131
Closed -$3K – 258
2020
Q3 		$3K Hold
131
– – ﹤0.01% 759
2020
Q2 		$3K Hold
131
– – ﹤0.01% 730
2020
Q1 		$3K Sell
131
-124
-49% -$4.05K ﹤0.01% 634
2019
Q4 		$9K Buy
255
+124
+95% +$4.64K ﹤0.01% 512
2019
Q3 		$5K Hold
131
– – ﹤0.01% 580
2019
Q2 		$5K Hold
131
– – ﹤0.01% 566
2019
Q1 		$5K Buy
+131
New +$4.54K ﹤0.01% 1103

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

Weaver Consulting Group's CFG Position: Q4 2020 in Review

Weaver Consulting Group sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 131 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in CFG in Q1 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Weaver Consulting Group reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 131 Citizens Financial Group shares in Q4 2020, an estimated $3K.
  • Weaver Consulting Group first reported a position in Citizens Financial Group in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Citizens Financial Group position peaked at $9K in Q4 2019.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.