Winch Advisory Services’s Citizens Financial Group CFG Stock Holding History

Winch Advisory Services’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	-651	Closed	-$30K	–	441
2022 Q1	$30K	Buy	651 +4	+0.6%	+$206	0.01%	172
2021 Q4	$31K	Buy	647 +6	+0.9%	+$289	0.01%	169
2021 Q3	$30K	Buy	641 +5	+0.8%	+$220	0.01%	171
2021 Q2	$29K	Buy	636 +5	+0.8%	+$236	0.01%	163
2021 Q1	$28K	Buy	631 +6	+1%	+$250	0.01%	156
2020 Q4	$22K	Buy	625 +8	+1%	+$251	0.01%	151
2020 Q3	$16K	Buy	617 +9	+1%	+$228	0.01%	161
2020 Q2	$15K	Buy	+608	New	+$13.8K	0.01%	157

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

Winch Advisory Services's CFG Position: Q2 2022 in Review

Winch Advisory Services sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 651 shares — an estimated $30K sold.

Winch Advisory Services first reported a position in CFG in Q2 2020 and held it in 8 quarters. The position peaked at $31K in Q4 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Winch Advisory Services reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 651 Citizens Financial Group shares in Q2 2022, an estimated $30K.
Winch Advisory Services first reported a position in Citizens Financial Group in Q2 2020 and held it in 8 quarters.
Winch Advisory Services's Citizens Financial Group position peaked at $31K in Q4 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.