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Wedbush Securities’s Citizens Financial Group CFG Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-8,845
Closed -$348K – 1084
2022
Q4 		$348K Buy
8,845
+90
+1% +$3.51K 0.02% 668
2022
Q3 		$301K Buy
8,755
+940
+12% +$34.8K 0.02% 724
2022
Q2 		$279K Buy
7,815
+190
+2% +$7.5K 0.02% 774
2022
Q1 		$346K Buy
+7,625
New +$392K 0.02% 738
2018
Q3 		– Sell
-38,264
Closed -$1.49M – 907
2018
Q2 		$1.49M Buy
38,264
+7,176
+23% +$299K 0.18% 126
2018
Q1 		$1.3M Sell
31,088
-6,402
-17% -$287K 0.17% 135
2017
Q4 		$1.57M Sell
37,490
-1,019
-3% -$39.9K 0.19% 113
2017
Q3 		$1.46M Sell
38,509
-364
-0.9% -$12.7K 0.19% 112
2017
Q2 		$1.39M Buy
38,873
+306
+0.8% +$10.8K 0.18% 122
2017
Q1 		$1.33M Buy
+38,567
New +$1.41M 0.18% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedbush Securities's CFG Position: Q1 2023 in Review

Wedbush Securities sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 8,845 shares — an estimated $348K sold.

Wedbush Securities first reported a position in CFG in Q1 2017 and held it in 10 quarters. The position peaked at $1.57M in Q4 2017. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Wedbush Securities reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Wedbush Securities sold 8,845 Citizens Financial Group shares in Q1 2023, an estimated $348K.
  • Wedbush Securities first reported a position in Citizens Financial Group in Q1 2017 and held it in 10 quarters.
  • Wedbush Securities's Citizens Financial Group position peaked at $1.57M in Q4 2017.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.