Top 6 Mutual Funds with C.WSA / Citigroup, Inc.
This page shows all mutual funds that have reported positions in C.WSA / Citigroup, Inc.. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 5,300 | 3.92 | 5,561 | 15.21 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem Fund Institutional | 650 | 0.00 | 682 | 10.89 | ||||
| 2025-07-28 | NP | SGFFX - Sparrow Growth Fund Class A | 190 | 90.00 | 186 | 91.75 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval Fund | 150 | 0.00 | 157 | 11.35 | ||||
| 2025-07-30 | NP | AFOCX - Archer Focus Fund | 277 | 0.00 | 271 | 0.37 | ||||
| 2025-07-08 | NP | WSACX - Wellington Shields All-Cap Fund Institutional Shares | 1,900 | 0.00 | 1,862 | 0.22 |
