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YorkBridge Wealth Partners’s Citigroup C Stock Holding History

YorkBridge Wealth Partners’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
2022
Q1 		– Sell
-3,339
Closed -$202K – 285
2021
Q4 		$202K Buy
3,339
+50
+2% +$3.33K 0.05% 277
2021
Q3 		$231K Sell
3,289
-10,001
-75% -$699K 0.06% 242
2021
Q2 		$940K Buy
13,290
+10,130
+321% +$750K 0.25% 79
2021
Q1 		$230K Sell
3,160
-9,743
-76% -$650K 0.07% 228
2020
Q4 		$796K Sell
12,903
-1,285
-9% -$65.3K 0.27% 78
2020
Q3 		$612K Sell
14,188
-269
-2% -$13.4K 0.26% 81
2020
Q2 		$739K Sell
14,457
-269
-2% -$12.8K 0.34% 67
2020
Q1 		$620K Sell
14,726
-169
-1% -$11.3K 0.38% 73
2019
Q4 		$1.19M Buy
14,895
+330
+2% +$24.4K 0.55% 55
2019
Q3 		$1.01M Sell
14,565
-3,140
-18% -$214K 0.51% 58
2019
Q2 		$1.24M Buy
17,705
+84
+0.5% +$5.62K 0.55% 50
2019
Q1 		$1.1M Buy
17,621
+123
+0.7% +$7.64K 0.51% 58
2018
Q4 		$911K Sell
17,498
-107
-0.6% -$6.78K 0.48% 59
2018
Q3 		$1.27M Sell
17,605
-185
-1% -$13.1K 0.58% 51
2018
Q2 		$1.19M Buy
17,790
+360
+2% +$24.8K 0.52% 56
2018
Q1 		$1.26M Hold
17,430
– – 0.58% 44
2017
Q4 		$1.28M Sell
17,430
-278
-2% -$20.6K 0.62% 43
2017
Q3 		$1.29M Sell
17,708
-248
-1% -$16.9K 0.67% 42
2017
Q2 		$1.23M Buy
17,956
+343
+2% +$21K 0.65% 45
2017
Q1 		$1.05M Buy
17,613
+1,208
+7% +$71.4K 0.55% 50
2016
Q4 		$931K Buy
+16,405
New +$885K 0.55% 49

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

YorkBridge Wealth Partners's C Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Citigroup (C) in Q1 2022, closing a stake of 3,339 shares — an estimated $202K sold.

YorkBridge Wealth Partners first reported a position in C in Q4 2016 and held it in 21 quarters. The position peaked at $1.29M in Q3 2017. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • YorkBridge Wealth Partners reported no remaining Citigroup position as of Q1 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,339 Citigroup shares in Q1 2022, an estimated $202K.
  • YorkBridge Wealth Partners first reported a position in Citigroup in Q4 2016 and held it in 21 quarters.
  • YorkBridge Wealth Partners's Citigroup position peaked at $1.29M in Q3 2017.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.