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Citigroup shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Citigroup

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All positions including Citigroup held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1k 144 63.40
2023-12-31 $7.4k 143 51.44
2023-09-30 $5.8k 141 41.23
2023-06-30 $6.4k 139 46.22
2023-03-31 $6.5k 137 47.22
2022-12-31 $6.0k 136 44.12
2022-09-30 $5.0k 117 42.74
2022-06-30 $5.0k 116 43.10

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding Citigroup

Vanguard Group
Berkshire Hathaway
Susquehanna International
Citadel Advisors
Bank of New York Mellon
Fisher Investments
Bank of America Corporation
D. E. Shaw & Co
Massachusetts Financial Services
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Royal Bank of Canada
Norges Bank Investment Management
Arrowstreet Capital, Limited Partnership
Legal & General Group

View all funds holding Citigroup