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WR Wealth Planners’s Citigroup C Stock Holding History

WR Wealth Planners’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
2024
Q4 		$24.9K Sell
354
-29
-8% -$1.96K 0.01% 426
2024
Q3 		$24K Sell
383
-43
-10% -$2.66K 0.01% 454
2024
Q2 		$27K Buy
426
+147
+53% +$9.06K 0.01% 406
2024
Q1 		$17.6K Buy
+279
New +$15.5K 0.01% 479
2023
Q4 		– Sell
-713
Closed -$29.3K – 268
2023
Q3 		$29.3K Sell
713
-52
-7% -$2.28K 0.01% 382
2023
Q2 		$35.2K Sell
765
-20
-3% -$937 0.01% 367
2023
Q1 		$36.8K Buy
+785
New +$38.5K 0.02% 358

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's C Position: Q4 2024 in Review

WR Wealth Planners reduced its Citigroup (C) stake by 7.6% in Q4 2024, selling an estimated $1.96K and leaving 354 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #426.

WR Wealth Planners first reported a position in C in Q1 2023 and has held it in 7 quarters since. The position peaked at $36.8K in Q1 2023. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • WR Wealth Planners held 354 shares of Citigroup worth $24.9K as of Q4 2024.
  • WR Wealth Planners sold 29 Citigroup shares in Q4 2024, an estimated $1.96K.
  • Citigroup made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #426 holding.
  • WR Wealth Planners first reported a position in Citigroup in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Citigroup position peaked at $36.8K in Q1 2023.
  • 1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.