Windsor Wealth Management’s Citizens Financial Group CFG Stock Holding History

Windsor Wealth Management’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	-9,597	Closed	-$401K	–	168
2022 Q1	$401K	Buy	9,597 +21	+0.2%	+$1.08K	0.07%	167
2021 Q4	$492K	Sell	9,576 -2,385	-20%	-$115K	0.09%	156
2021 Q3	$577K	Sell	11,961 -5,046	-30%	-$222K	0.12%	143
2021 Q2	$780K	Buy	17,007 +1,465	+9%	+$69.1K	0.17%	118
2021 Q1	$686K	Buy	+15,542	New	+$647K	0.16%	118

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

Windsor Wealth Management's CFG Position: Q2 2022 in Review

Windsor Wealth Management sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 9,597 shares — an estimated $401K sold.

Windsor Wealth Management first reported a position in CFG in Q1 2021 and held it in 5 quarters. The position peaked at $780K in Q2 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

Windsor Wealth Management reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 9,597 Citizens Financial Group shares in Q2 2022, an estimated $401K.
Windsor Wealth Management first reported a position in Citizens Financial Group in Q1 2021 and held it in 5 quarters.
Windsor Wealth Management's Citizens Financial Group position peaked at $780K in Q2 2021.
748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.