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Whitegate Investment Counselors’s Citizens Financial Group CFG Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-35,040
Closed -$1.65M – 86
2021
Q3 		$1.65M Sell
35,040
-2,100
-6% -$92.2K 0.23% 89
2021
Q2 		$1.7M Sell
37,140
-2,800
-7% -$132K 0.24% 89
2021
Q1 		$1.76M Hold
39,940
– – 0.27% 81
2020
Q4 		$1.43M Sell
39,940
-9,600
-19% -$301K 0.23% 84
2020
Q3 		$1.25M Sell
49,540
-5,800
-10% -$147K 0.23% 87
2020
Q2 		$1.4M Sell
55,340
-2,250
-4% -$51.1K 0.28% 80
2020
Q1 		$1.08M Sell
57,590
-6,960
-11% -$227K 0.26% 87
2019
Q4 		$2.62M Sell
64,550
-350
-0.5% -$13.1K 0.48% 69
2019
Q3 		$2.3M Sell
64,900
-1,400
-2% -$48.9K 0.45% 70
2019
Q2 		$2.34M Buy
66,300
+9,125
+16% +$318K 0.47% 70
2019
Q1 		$1.86M Buy
57,175
+2,900
+5% +$100K 0.38% 76
2018
Q4 		$1.61M Buy
54,275
+20,525
+61% +$720K 0.37% 76
2018
Q3 		$1.3M Buy
+33,750
New +$1.36M 0.27% 90

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Whitegate Investment Counselors's CFG Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Citizens Financial Group (CFG) in Q4 2021, closing a stake of 35,040 shares — an estimated $1.65M sold.

Whitegate Investment Counselors first reported a position in CFG in Q3 2018 and held it in 13 quarters. The position peaked at $2.62M in Q4 2019. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Citizens Financial Group position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 35,040 Citizens Financial Group shares in Q4 2021, an estimated $1.65M.
  • Whitegate Investment Counselors first reported a position in Citizens Financial Group in Q3 2018 and held it in 13 quarters.
  • Whitegate Investment Counselors's Citizens Financial Group position peaked at $2.62M in Q4 2019.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.