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Citigroup shares owned by Waterloo Capital

Quarter-by-quarter ownership of Citigroup (C) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $223k 3.2k 70.40
2024-06-30 $339k 5.3k 63.46
2024-03-31 $354k 5.6k 63.24

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Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
T. Rowe Price Associates
FMR
Susquehanna International
Franklin Resources
Capital World Investors
Fisher Investments
Bank of America Corporation
Morgan Stanley
Norges Bank Investment Management
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup