Wipfli Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Wipfli Financial Advisors’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 Q3	$180K	Buy	+5,247	New	+$194K	0.01%	479

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

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

Wipfli Financial Advisors's CFG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Citizens Financial Group (CFG) in Q3 2022: 5,247 shares worth $180K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings.

732 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

Wipfli Financial Advisors held 5,247 shares of Citizens Financial Group worth $180K as of Q3 2022.
Citizens Financial Group was a new Wipfli Financial Advisors position in Q3 2022.
Citizens Financial Group made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #479 holding.
732 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.