Cx Institutional Portfolio Holdings
Cx Institutional
- $2.24 Billion
- Q3 2024
Cx Institutional has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.24 Billion distributed in 551 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $60.5M, Ishares Core S&P 500 ETF with a value of $53.3M, Vanguard Mega Cap Growth ETF with a value of $45.6M, Spdr Ser Tr Spdr Portfolio Int with a value of $43.6M, and Vanguard Mid Cap ETF with a value of $39.1M.
Examining the 13F form we can see an increase of $120M in the current position value, from $2.12B to 2.24B.
Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.
Portfolio value
$2.24 Billion
ETFs: $1.37 Billion
Technology: $175 Million
Financial Services: $132 Million
Healthcare: $126 Million
Industrials: $116 Million
Consumer Cyclical: $104 Million
Communication Services: $65.8 Million
Consumer Defensive: $65.1 Million
Other: $82.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 551
- Current Value $2.24 Billion
- Prior Value $2.12 Billion
- Filing
- Period Q3 2024
- Filing Date October 11, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 62 stocks
- Additional Purchases 283 stocks
- Sold out of 0 stocks
- Reduced holdings in 193 stocks