Ci Private Wealth, LLC Incresed Positions in Q2 2024

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
7.26K
+ 5.17%
$146.03 - $158.93 $1.06M - $1.15M
148K $22.5M
AGYS
Agilysys Inc

Technology
7
+ 0.07%
$79.21 - $104.23 $554 - $730
9.64K $1M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.24K
+ 30.35%
$53.95 - $74.26 $121K - $166K
9.63K $637K
IBN
Icici Bank LTD

Financial Services
1.7K
+ 2.88%
$25.43 - $29.01 $43.3K - $49.3K
60.7K $1.75M
DSI
Ishares Msci Kld 400 Social Et

ETFs
82
+ 0.14%
$94.27 - $104.77 $7.73K - $8.59K
60.3K $6.26M
VRT
Vertiv Holdings CO

Industrials
1.26K
+ 7.45%
$75.01 - $106.17 $94.2K - $133K
18.1K $1.57M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.48K
+ 20.94%
$49.52 - $53.11 $172K - $185K
20.1K $1.03M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
8.22K
+ 53.93%
$23.51 - $25.45 $193K - $209K
23.5K $553K
PDD
Pinduoduo Inc.

Consumer Cyclical
190
+ 2.0%
$113.43 - $157.57 $21.6K - $29.9K
9.69K $1.29M
FE
Firstenergy Corp

Utilities
5.12K
+ 13.37%
$36.83 - $40.43 $189K - $207K
43.4K $1.66M
DY
Dycom Industries Inc

Industrials
10
+ 0.14%
$134.71 - $184.33 $1.35K - $1.84K
6.96K $1.17M
BPOP
Popular, Inc.

Financial Services
1.95K
+ 19.26%
$80.87 - $92.75 $158K - $181K
12.1K $1.07M
PKI
Perkinelmer Inc

Healthcare
1.45K
+ 0.95%
N/A
153K $18.5M
RNA
Avidity Biosciences, Inc.

Healthcare
50
+ 0.45%
$22.73 - $40.85 $1.14K - $2.04K
11.3K $460K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.37K
+ 2.95%
$121.57 - $132.2 $410K - $446K
118K $15.1M
PNW
Pinnacle West Capital Corp

Utilities
1.95K
+ 15.3%
$71.21 - $78.86 $139K - $154K
14.7K $1.12M
SEB
Seaboard Corp

Industrials
57
+ 32.02%
$3013.08 - $3408.4 $172K - $194K
235 $742K
MPLX
Mplx LP

Energy
3.15K
+ 9.48%
$39.66 - $42.59 $125K - $134K
36.3K $1.55M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
12.1K
+ 15.85%
$10.62 - $11.46 $128K - $138K
88.3K $1.01M
DDOG
Datadog, Inc.

Technology
670
+ 5.16%
$108.84 - $131.45 $72.9K - $88.1K
13.6K $1.77M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 4.65%
$25.73 - $27.44 $260K - $277K
227K $5.97M
RDY
Dr Reddys Laboratories LTD

Healthcare
1.13K
+ 4.04%
$68.26 - $76.19 $77.3K - $86.2K
29.1K $2.22M
GOLD
Barrick Gold Corp

Basic Materials
9.72K
+ 11.96%
$16.03 - $18.04 $156K - $175K
91K $1.52M
G
Genpact LTD

Technology
5.58K
+ 27.68%
$30.56 - $34.47 $171K - $192K
25.8K $829K
MKL
Markel Corp

Financial Services
3
+ 0.1%
$1423.66 - $1663.21 $4.27K - $4.99K
2.9K $4.58M
HOOD
Robinhood Markets, Inc.

Technology
3.33K
+ 9.97%
$16.23 - $23.7 $54K - $78.9K
36.7K $834K
FNF
Fidelity National Financial, Inc.

Financial Services
8.75K
+ 11.83%
$47.02 - $52.95 $411K - $463K
82.7K $4.09M
ADMA
Adma Biologics, Inc.

Healthcare
1.54K
+ 5.0%
$5.98 - $11.18 $9.21K - $17.2K
32.3K $361K
ZM
Zoom Video Communications, Inc.

Technology
3.41K
+ 46.49%
$56.21 - $64.73 $192K - $221K
10.7K $635K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
41
+ 0.07%
$8.4 - $14.74 $344 - $604
62.3K $836K
MLI
Mueller Industries Inc

Industrials
2.06K
+ 16.74%
$51.71 - $59.5 $106K - $122K
14.3K $816K
NYCB
New York Community Bancorp Inc

Financial Services
47.6K
+ 34.56%
$2.65 - $3.89 $126K - $185K
185K $596K
SE
Sea LTD

Consumer Cyclical
464
+ 6.85%
$52.72 - $76.28 $24.5K - $35.4K
7.24K $517K
MGC
Vanguard Mega Cap ETF

ETFs
715
+ 64.88%
$177.06 - $198.62 $127K - $142K
1.82K $358K
CNP
Centerpoint Energy Inc

Utilities
710
+ 1.37%
$27.22 - $31.31 $19.3K - $22.2K
52.6K $1.63M
RIO
Rio Tinto PLC

Basic Materials
779
+ 1.71%
$63.0 - $73.61 $49.1K - $57.3K
46.4K $3.06M
BR
Broadridge Financial Solutions, Inc.

Technology
2.49K
+ 5.74%
$190.46 - $207.24 $474K - $516K
45.9K $9.04M
ABC
Amerisourcebergen Corp

Healthcare
787
+ 1.94%
N/A
41.4K $7.66M
REVG
Rev Group, Inc.

Industrials
3.8K
+ 21.39%
$21.15 - $27.79 $80.3K - $105K
21.5K $536K
VRIG
Invesco Actively Managed ETF F

ETFs
5.47K
+ 7.19%
$25.06 - $25.24 $137K - $138K
81.6K $2.05M
BBY
Best Buy CO Inc

Consumer Cyclical
977
+ 3.82%
$69.63 - $93.63 $68K - $91.5K
26.6K $2.24M
AVAV
Aero Vironment Inc

Industrials
12
+ 0.25%
$145.85 - $219.31 $1.75K - $2.63K
4.76K $866K
EXEL
Exelixis, Inc.

Healthcare
6.8K
+ 66.65%
$20.34 - $23.73 $138K - $161K
17K $381K
MTG
Mgic Investment Corp

Financial Services
11.1K
+ 9.03%
$19.38 - $21.89 $214K - $242K
134K $2.88M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
5.76K
+ 6.33%
$25.69 - $26.82 $148K - $155K
96.8K $2.55M
FLGB
Franklin Templeton ETF Tr

ETFs
4.83K
+ 12.26%
$25.3 - $27.9 $122K - $135K
44.2K $1.16M
BBAX
J P Morgan Betabuilders Develo

ETFs
2.69K
+ 16.03%
$45.57 - $50.69 $123K - $137K
19.5K $943K
LOGI
Logitech International S.A.

Technology
536
+ 4.94%
$77.31 - $102.17 $41.4K - $54.8K
11.4K $1.1M
AES
Aes Corp

Utilities
10.6K
+ 6.57%
$15.91 - $21.77 $169K - $231K
172K $3.02M
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