Wunderlich Capital Managemnt’s Citigroup C Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$180K	Hold	2,833	–	–	0.08%	81
2024 Q1	$179K	Sell	2,833 -153	-5%	-$8.51K	0.08%	86
2023 Q4	$154K	Buy	+2,986	New	+$132K	0.07%	87
2022 Q1	–	Sell	-33,978	Closed	-$2.05M	–	88
2021 Q4	$2.05M	Buy	33,978 +774	+2%	+$51.5K	0.91%	56
2021 Q3	$2.33M	Buy	33,204 +738	+2%	+$51.6K	1.12%	47
2021 Q2	$2.3M	Buy	32,466 +399	+1%	+$29.5K	1.16%	47
2021 Q1	$2.33M	Sell	32,067 -174	-0.5%	-$11.6K	1.28%	40
2020 Q4	$1.99M	Buy	32,241 +47	+0.1%	+$2.39K	1.1%	46
2020 Q3	$1.39M	Buy	32,194 +170	+0.5%	+$8.47K	0.86%	57
2020 Q2	$1.64M	Buy	+32,024	New	+$1.52M	1.15%	38

Other funds holding C

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wunderlich Capital Managemnt's C Position: Q2 2024 in Review

Wunderlich Capital Managemnt held its Citigroup (C) position steady in Q2 2024 at 2,833 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #81.

Wunderlich Capital Managemnt first reported a position in C in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.33M in Q1 2021. 1,783 funds tracked by Wall St. Rank hold C as of Q2 2024.

Wunderlich Capital Managemnt held 2,833 shares of Citigroup worth $180K as of Q2 2024.
Wunderlich Capital Managemnt left its Citigroup share count unchanged in Q2 2024.
Citigroup made up 0.08% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #81 holding.
Wunderlich Capital Managemnt first reported a position in Citigroup in Q2 2020 and has held it in 10 quarters since.
Wunderlich Capital Managemnt's Citigroup position peaked at $2.33M in Q1 2021.
1,783 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.