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Citigroup shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 374 101.50
2025-06-30 $26k 299 85.12
2025-03-31 $20k 274 70.99
2024-12-31 $19k 274 70.39
2024-09-30 $17k 274 62.60
2024-06-30 $17k 274 63.46
2024-03-31 $17k 274 63.24
2023-12-31 $12k 241 51.44

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Citigroup

BlackRock
Vanguard Group
State Street Corporation
Capital World Investors
Geode Capital Management
Fisher Investments
Franklin Resources
FMR
Bank of New York Mellon
Morgan Stanley
Susquehanna International
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services

View all funds holding Citigroup