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Citizens Financial shares owned by AE Wealth Management

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Citizens Financial

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All positions including Citizens Financial held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 441k 33.59
2023-09-30 $14M 506k 26.80
2023-06-30 $14M 552k 26.08
2023-03-31 $12M 407k 30.37
2022-12-31 $14M 366k 39.37
2022-09-30 $10M 296k 34.36
2022-06-30 $414k 12k 35.70
2022-03-31 $586k 13k 45.29
2021-12-31 $965k 20k 47.26
2021-09-30 $995k 21k 47.00
2021-06-30 $909k 20k 45.85
2021-03-31 $1.0M 23k 44.16
2019-12-31 $690k 17k 40.62
2019-09-30 $395k 11k 35.35
2019-06-30 $405k 12k 35.32
2019-03-31 $242k 7.4k 32.53
2018-09-30 $302k 7.8k 38.57