Western Financial Corp’s Citizens Financial Group CFG Stock Holding History

Western Financial Corp’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
2022 Q2	–	Sell	-5,007	Closed	-$227K	–	95
2022 Q1	$227K	Sell	5,007 -1,061	-17%	-$54.5K	0.13%	89
2021 Q4	$287K	Buy	6,068 +1,506	+33%	+$72.5K	0.15%	77
2021 Q3	$214K	Buy	4,562 +38	+0.8%	+$1.67K	0.13%	85
2021 Q2	$208K	Sell	4,524 -108	-2%	-$5.1K	0.11%	89
2021 Q1	$204K	Buy	+4,632	New	+$193K	0.12%	82

Other funds holding CFG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Western Financial Corp's CFG Position: Q2 2022 in Review

Western Financial Corp sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 5,007 shares — an estimated $227K sold.

Western Financial Corp first reported a position in CFG in Q1 2021 and held it in 5 quarters. The position peaked at $287K in Q4 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Western Financial Corp reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Western Financial Corp sold 5,007 Citizens Financial Group shares in Q2 2022, an estimated $227K.
Western Financial Corp first reported a position in Citizens Financial Group in Q1 2021 and held it in 5 quarters.
Western Financial Corp's Citizens Financial Group position peaked at $287K in Q4 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Western Financial Corp's 13F filing for Q2 2022, filed 22 Jul 2022.