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WR Wealth Planners’s Citizens Financial Group CFG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$17.2K Buy
394
+141
+56% +$6.24K 0.01% 502
2024
Q3 		$10.4K Buy
253
+76
+43% +$3.07K ﹤0.01% 621
2024
Q2 		$6.38K Buy
177
+69
+64% +$2.41K ﹤0.01% 674
2024
Q1 		$3.92K Buy
+108
New +$3.54K ﹤0.01% 764
2023
Q3 		– Sell
-120
Closed -$3.13K – 921
2023
Q2 		$3.13K Sell
120
-29
-19% -$799 ﹤0.01% 732
2023
Q1 		$4.53K Buy
+149
New +$5.84K ﹤0.01% 690

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

WR Wealth Planners increased its Citizens Financial Group (CFG) stake by 56% in Q4 2024, buying an estimated $6.24K and bringing the position to 394 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #502.

WR Wealth Planners first reported a position in CFG in Q1 2023 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • WR Wealth Planners held 394 shares of Citizens Financial Group worth $17.2K as of Q4 2024.
  • WR Wealth Planners bought 141 Citizens Financial Group shares in Q4 2024, an estimated $6.24K.
  • Citizens Financial Group made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #502 holding.
  • WR Wealth Planners first reported a position in Citizens Financial Group in Q1 2023 and has held it in 6 quarters since.
  • 819 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

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