XY Capital’s Citigroup C Stock Holding History

XY Capital’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
2023 Q2	–	Sell	-7,000	Closed	-$328K	–	104
2023 Q1	$328K	Buy	+7,000	New	+$344K	0.13%	87

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

XY Capital's C Position: Q2 2023 in Review

XY Capital sold out of Citigroup (C) in Q2 2023, closing a stake of 5,000 shares — an estimated $234K sold.

XY Capital first reported a position in C in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

XY Capital reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
XY Capital sold 5,000 Citigroup shares in Q2 2023, an estimated $234K.
XY Capital first reported a position in Citigroup in Q1 2023 and held it in 1 quarter.
XY Capital's Citigroup position peaked at $234K in Q1 2023.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on XY Capital's 13F filing for Q2 2023, filed 28 Jul 2023.