Ci Private Wealth, LLC Sells in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEGA
Pegasystems Inc

Technology
-2.38K
- 9.22%
$69.42 - $97.28 $165K - $231K
23.4K $2.18M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-33
- 0.21%
$193.7 - $235.05 $6.39K - $7.76K
15.5K $3.55M
CG
Carlyle Group Inc.

Financial Services
-1.65K
- 3.0%
$43.2 - $54.81 $71.1K - $90.2K
53.1K $2.68M
IDCC
Inter Digital, Inc.

Communication Services
-49
- 0.75%
$142.61 - $200.59 $6.99K - $9.83K
6.49K $1.26M
SMID
Smith Midland Corp

Basic Materials
-9.5K
- 15.51%
$31.15 - $51.96 $296K - $494K
51.8K $2.41M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-1.15K
- 4.51%
$131.85 - $172.52 $151K - $198K
24.2K $3.97M
NTRS
Northern Trust Corp

Financial Services
-47.5K
- 11.31%
$88.4 - $111.16 $4.2M - $5.28M
373K $38.2M
VTRS
Viatris Inc

Healthcare
-15.8K
- 2.32%
$11.32 - $13.37 $179K - $212K
667K $8.3M
AIZ
Assurant, Inc.

Financial Services
-265
- 0.88%
$186.6 - $228.68 $49.4K - $60.6K
29.9K $6.38M
DOCU
Docusign, Inc.

Technology
-5.31K
- 17.26%
$61.42 - $106.99 $326K - $568K
25.4K $2.29M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-41
- 0.11%
$97.09 - $120.01 $3.98K - $4.92K
35.8K $3.87M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.61K
- 1.73%
$89.66 - $102.16 $144K - $164K
91.4K $8.84M
GTES
Gates Industrial Corp PLC

Industrials
-1.89K
- 1.16%
$17.3 - $22.93 $32.6K - $43.3K
161K $3.32M
GWW
W.W. Grainger, Inc.

Industrials
-151
- 0.37%
$1023.06 - $1220.93 $154K - $184K
40.9K $43.1M
NET
Cloudflare, Inc.

Technology
-1.31K
- 5.73%
$78.11 - $117.56 $102K - $154K
21.5K $2.32M
ROAD
Construction Partners, Inc.

Industrials
-200
- 0.72%
$67.44 - $101.86 $13.5K - $20.4K
27.5K $2.43M
FHN
First Horizon Corp

Financial Services
-4.3K
- 3.2%
$14.91 - $21.42 $64.1K - $92.1K
130K $2.62M
AON
Aon PLC

Financial Services
-2.01K
- 2.05%
$344.14 - $393.31 $692K - $791K
96.1K $34.5M
SOFI
So Fi Technologies, Inc.

Financial Services
-11.1K
- 11.25%
$7.63 - $16.88 $84.7K - $187K
87.6K $1.35M
FICO
Fair Isaac Corp

Technology
-87
- 0.52%
$1911.01 - $2382.4 $166K - $207K
16.5K $32.9M
TWLO
Twilio Inc

Communication Services
-2.52K
- 12.37%
$63.73 - $114.96 $161K - $290K
17.9K $1.93M
JBT
John Bean Technologies Corp

Industrials
-853
- 3.35%
$94.76 - $131.66 $80.8K - $112K
24.6K $3.12M
VRSK
Verisk Analytics, Inc.

Industrials
-1.09K
- 0.87%
$262.86 - $294.75 $287K - $322K
124K $34.2M
PKG
Packaging Corp Of America

Consumer Cyclical
-2.89K
- 2.18%
$211.98 - $248.85 $612K - $719K
130K $29.2M
TTWO
Take Two Interactive Software Inc

Communication Services
-1.27K
- 4.31%
$147.66 - $190.46 $188K - $242K
28.3K $5.2M
VFH
Vanguard Financial ETF

ETFs
-3.46K
- 2.51%
$108.87 - $126.2 $376K - $436K
134K $15.9M
GLW
Corning Inc

Technology
-9.42K
- 1.91%
$44.11 - $49.76 $415K - $469K
483K $23M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.83K
- 19.47%
$260.53 - $404.79 $998K - $1.55M
15.8K $6.06M
SRE
Sempra Energy

Utilities
-21.1K
- 3.26%
$80.81 - $94.77 $1.7M - $2M
626K $54.9M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-8.05K
- 5.68%
$45.39 - $62.98 $366K - $507K
134K $7.6M
GL
Globe Life Inc.

Financial Services
-11K
- 2.91%
$103.49 - $116.02 $1.14M - $1.28M
368K $41M
AMP
Ameriprise Financial Inc

Financial Services
-1.22K
- 4.8%
$473.15 - $574.01 $577K - $700K
24.2K $12.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.71K
- 6.68%
$47.29 - $84.74 $176K - $315K
51.9K $3.87M
DAL
Delta Air Lines, Inc.

Industrials
-7.07K
- 4.44%
$47.46 - $65.77 $336K - $465K
152K $9.21M
STT
State Street Corp

Financial Services
-6.82K
- 3.62%
$85.96 - $100.78 $586K - $688K
182K $17.8M
DXCM
Dexcom Inc

Healthcare
-2.4K
- 1.85%
$65.68 - $81.01 $158K - $195K
127K $9.91M
SPOT
Spotify Technology S.A.

Communication Services
-1.87K
- 7.2%
$362.95 - $502.38 $680K - $941K
24.1K $10.8M
UNM
Unum Group

Financial Services
-9.81K
- 6.52%
$58.88 - $77.07 $578K - $756K
141K $10.3M
TPL
Texas Pacific Land Corp

Energy
-483
- 5.63%
$915.49 - $1730.0 $442K - $836K
8.1K $8.96M
JEF
Jefferies Financial Group Inc.

Financial Services
-2.5K
- 2.28%
$61.95 - $81.75 $155K - $204K
107K $8.41M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.35K
- 2.49%
$194.8 - $239.43 $458K - $563K
91.9K $20.6M
ISRG
Intuitive Surgical Inc

Healthcare
-8.09K
- 4.13%
$471.27 - $550.62 $3.81M - $4.45M
188K $97.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-48.5K
- 2.04%
$112.15 - $127.2 $5.44M - $6.17M
2.33M $281M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-58
- 0.09%
$1146.59 - $1270.6 $66.5K - $73.7K
61.4K $72.9M
WST
West Pharmaceutical Services Inc

Healthcare
-2.75K
- 2.57%
$285.69 - $344.0 $785K - $945K
104K $34.1M
GTLS
Chart Industries Inc

Industrials
-1.77K
- 4.91%
$119.65 - $202.35 $212K - $358K
34.3K $6.55M
FTNT
Fortinet, Inc.

Technology
-2.52K
- 1.84%
$76.49 - $99.21 $192K - $250K
134K $12.7M
BMY
Bristol Myers Squibb CO

Healthcare
-14.8K
- 2.36%
$51.92 - $59.94 $770K - $889K
613K $34.7M
BA
Boeing CO

Industrials
-28.5K
- 9.73%
$138.14 - $180.72 $3.93M - $5.14M
264K $46.7M
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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