Ci Private Wealth, LLC Reduced Holdings in Q2 2024

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ENS
Ener Sys

Industrials
-1.01K
- 0.65%
$89.42 - $109.59 $90.1K - $110K
155K $16.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-10.7K
- 3.23%
$123.89 - $141.67 $1.33M - $1.52M
321K $44.3M
RGA
Reinsurance Group Of America Inc

Financial Services
-11.9K
- 3.76%
$180.15 - $212.37 $2.15M - $2.53M
305K $62.7M
CPT
Camden Property Trust

Real Estate
-3.3K
- 1.91%
$95.05 - $111.1 $313K - $366K
169K $18.4M
IRM
Iron Mountain Inc

Real Estate
-9.04K
- 3.66%
$74.42 - $89.62 $673K - $810K
238K $21.3M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-21
- 0.02%
$45.59 - $68.21 $957 - $1.43K
101K $6.87M
LMT
Lockheed Martin Corp

Industrials
-3.54K
- 1.22%
$447.57 - $471.51 $1.58M - $1.67M
287K $134M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.53K
- 0.96%
$79.31 - $93.31 $201K - $236K
262K $24.2M
KLAC
Kla Corp

Technology
-2.99K
- 8.29%
$628.16 - $863.31 $1.88M - $2.58M
33.1K $27.3M
VRSK
Verisk Analytics, Inc.

Industrials
-7.64K
- 5.7%
$217.96 - $272.27 $1.67M - $2.08M
126K $34.1M
CARR
Carrier Global Corp

Industrials
-2.09K
- 0.33%
$53.38 - $66.22 $111K - $138K
629K $39.7M
GS
Goldman Sachs Group Inc

Financial Services
-3.43K
- 2.21%
$389.49 - $470.41 $1.34M - $1.61M
152K $68.7M
NVS
Novartis Ag

Healthcare
-5.06K
- 0.86%
$92.57 - $107.37 $468K - $543K
581K $61.8M
SPYG
Spdr Portfolio

ETFs
-74.7K
- 4.67%
$68.71 - $80.95 $5.13M - $6.05M
1.53M $122M
MPWR
Monolithic Power Systems Inc

Technology
-970
- 2.02%
$591.52 - $852.56 $574K - $827K
47.1K $38.7M
NEE
Nextera Energy Inc

Utilities
-142K
- 5.77%
$61.7 - $80.02 $8.77M - $11.4M
2.32M $164M
MCK
Mckesson Corp

Healthcare
-1.3K
- 0.51%
$518.81 - $607.81 $672K - $787K
250K $146M
ORCL
Oracle Corp

Technology
-30.9K
- 2.84%
$113.75 - $144.64 $3.52M - $4.48M
1.06M $149M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-902
- 0.23%
$127.7 - $179.69 $115K - $162K
395K $68.6M
AMGN
Amgen Inc

Healthcare
-299
- 0.05%
$262.75 - $319.31 $78.6K - $95.5K
577K $180M
LLY
Eli Lilly & CO

Healthcare
-51.4K
- 7.83%
$724.87 - $909.04 $37.2M - $46.7M
605K $548M
GOOGL
Alphabet Inc.

Communication Services
-149K
- 2.84%
$150.53 - $185.41 $22.4M - $27.6M
5.09M $928M
MSFT
Microsoft Corp

Technology
-46.9K
- 0.74%
$389.33 - $452.85 $18.3M - $21.2M
6.33M $2.83B
COST
Costco Wholesale Corp

Consumer Defensive
-9.56K
- 0.67%
$704.88 - $870.75 $6.74M - $8.32M
1.42M $1.21B
GOOG
Alphabet Inc.

Communication Services
-8.01K
- 0.14%
$151.94 - $186.86 $1.22M - $1.5M
5.65M $1.04B
Activity Summary
Buys All Purchases 1210 New Holdings 140 Increased Positions 1070 Sells All Sells 926 Reductions 926 Sold out 0 Options Calls 0 Puts 4
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email