WPA
C icon

Winning Points Advisors’s Citigroup C Stock Holding History

Winning Points Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53,302
Closed -$3.73M – 61
2021
Q4 		$3.73M Buy
53,302
+10,569
+25% +$703K 2.71% 11
2021
Q3 		$3M Buy
42,733
+740
+2% +$51.7K 2.19% 13
2021
Q2 		$2.97M Sell
41,993
-2,880
-6% -$213K 2.23% 11
2021
Q1 		$3.26M Sell
44,873
-201
-0.4% -$13.4K 2.44% 11
2020
Q4 		$2.78M Sell
45,074
-3,835
-8% -$195K 2.23% 12
2020
Q3 		$2.1M Sell
48,909
-341
-0.7% -$17K 1.79% 17
2020
Q2 		$2.52M Sell
49,250
-3,320
-6% -$158K 2.4% 13
2020
Q1 		$2.21M Sell
52,570
-522
-1% -$35K 2.16% 17
2019
Q4 		$4.24M Sell
53,092
-110
-0.2% -$8.13K 2.7% 11
2019
Q3 		$3.7M Sell
53,202
-100
-0.2% -$6.8K 2.67% 10
2019
Q2 		$3.73M Sell
53,302
-448
-0.8% -$30K 2.71% 11
2019
Q1 		$3.35M Sell
53,750
-100
-0.2% -$6.21K 2.59% 11
2018
Q4 		$2.88M Sell
53,850
-7,700
-13% -$488K 2.47% 14
2018
Q3 		$4.42M Sell
61,550
-4,800
-7% -$339K 3.25% 7
2018
Q2 		$4.44M Sell
66,350
-100
-0.2% -$6.88K 3.55% 7
2018
Q1 		$4.54M Sell
66,450
-200
-0.3% -$15K 3.7% 7
2017
Q4 		$4.96M Sell
66,650
-820
-1% -$60.6K 4.04% 6
2017
Q3 		$4.91M Buy
67,470
+2,300
+4% +$157K 4.23% 6
2017
Q2 		$4.45M Sell
65,170
-2,600
-4% -$159K 4.35% 6
2017
Q1 		$4.97M Sell
67,770
-345
-0.5% -$20.4K 4.86% 5
2016
Q4 		$4.04M Buy
+68,115
New +$3.68M 4.41% 5

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Winning Points Advisors's C Position: Q1 2022 in Review

Winning Points Advisors sold out of Citigroup (C) in Q1 2022, closing a stake of 53,302 shares — an estimated $3.73M sold.

Winning Points Advisors first reported a position in C in Q4 2016 and held it in 21 quarters. The position peaked at $4.97M in Q1 2017. 1,762 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • Winning Points Advisors reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • Winning Points Advisors sold 53,302 Citigroup shares in Q1 2022, an estimated $3.73M.
  • Winning Points Advisors first reported a position in Citigroup in Q4 2016 and held it in 21 quarters.
  • Winning Points Advisors's Citigroup position peaked at $4.97M in Q1 2017.
  • 1,762 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.