Wolff Wiese Magana’s Citizens Financial Group CFG Stock Holding History

Wolff Wiese Magana’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
2023 Q2	–	Sell	-30	Closed	-$912	–	811
2023 Q1	$912	Buy	+30	New	+$1.18K	﹤0.01%	585
2022 Q3	–	Sell	-10	Closed	–	–	839
2022 Q2	$0	Buy	+10	New	+$395	﹤0.01%	854
2021 Q3	–	Sell	-54	Closed	-$2K	–	814
2021 Q2	$2K	Buy	+54	New	+$2.55K	﹤0.01%	697

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wolff Wiese Magana's CFG Position: Q2 2023 in Review

Wolff Wiese Magana sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 30 shares — an estimated $912 sold.

Wolff Wiese Magana first reported a position in CFG in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

Wolff Wiese Magana reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
Wolff Wiese Magana sold 30 Citizens Financial Group shares in Q2 2023, an estimated $912.
Wolff Wiese Magana first reported a position in Citizens Financial Group in Q2 2021 and held it in 3 quarters.
Wolff Wiese Magana's Citizens Financial Group position peaked at $2K in Q2 2021.
689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Wolff Wiese Magana's 13F filing for Q2 2023, filed 1 Aug 2023.