SEC 13F Intelligence

Wealth Advisory Solutions, LLC / TRVC

Wealth Advisory Solutions, LLC’s Citigroup Inc Position

Does Wealth Advisory Solutions, LLC own Citigroup Inc (TRVC)? Not currently — the last reported position was 44.9K shares worth $3M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2021
Shares
44.9K
% of Portfolio
+2.43%
Quarters Held
1
position exited

Position History TRVC

Reported value by quarter
Q1 ’21: $3MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202144.9K$3M+2.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of TRVC.