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Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

CFG holding history

Citizens Financial Group Inc in every 13F filed by Veritable, L.P., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q3 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of CFG by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−10,803−100.0%Sold outHolders
Q1 202310,803$328.1K<0.1%+1,228+12.8%AddedHolders
Q4 20229,575$377.0K<0.1%+2,281+31.3%AddedHolders
Q3 20227,294$251.0K<0.1%−1,319−15.3%ReducedHolders
Q2 20228,613$307.0K<0.1%+1,517+21.4%AddedHolders
Q1 20227,096$322.0K<0.1%+493+7.5%AddedHolders
Q4 20216,603$312.0K<0.1%+412+6.7%AddedHolders
Q3 20216,191$291.0K<0.1%+40+0.7%AddedHolders
Q2 20216,151$282.0K<0.1%−30−0.5%ReducedHolders
Q1 20216,181$273.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.