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
Natwest Group PLC
21.9K
+ 47.42%
N/A
68.1K $0
Niocorp Devs LTD
80
+ 0.24%
N/A
33.5K $0
Noble Corp PLC
121
+ 0.27%
N/A
44.4K $0
Phinia Inc
1.27K
+ 22.75%
N/A
6.84K $0
Precision Biosciences Inc
1.89K
+ 15.92%
N/A
13.8K $0
Qiagen Nv
1.47K
+ 20.19%
N/A
8.75K $0
Rb Global Inc
1.33K
+ 6.12%
N/A
23K $0
Segall Bryant Hamill Tr
30.3K
+ 39.85%
N/A
106K $0
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
186
+ 0.3%
$27.18 - $29.31 $5.06K - $5.45K
61.4K $1.74M
T Rowe Price ETF Inc
17.6K
+ 26.24%
N/A
84.7K $0
Viper Energy Inc
181
+ 1.44%
N/A
12.8K $0
Wk Kellogg CO
2.3K
+ 14.64%
N/A
18K $0
MAPSW
Wm Technology Inc Wt Pur Com E
10.5K
+ 8.02%
$0.05 - $0.09 $525 - $945
141K $7K
BHK
Blackrock Core Bond Trust

Financial Services
18
+ 0.18%
$10.23 - $10.86 $184 - $195
10.3K $109K
LNC
Lincoln National Corp

Financial Services
1.22K
+ 2.61%
$26.85 - $33.31 $32.7K - $40.6K
47.9K $1.49M
DVN
Devon Energy Corp

Energy
5.66K
+ 5.82%
$45.56 - $54.51 $258K - $308K
103K $4.88M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
189
+ 1.79%
$26.01 - $26.68 $4.92K - $5.04K
10.7K $281K
TR
Tootsie Roll Industries Inc

Consumer Defensive
607
+ 4.26%
$28.13 - $32.06 $17.1K - $19.5K
14.8K $453K
BOTZ
Global X Fds

ETFs
356
+ 2.45%
$28.65 - $31.95 $10.2K - $11.4K
14.9K $460K
MAS
Masco Corp

Industrials
3.95K
+ 18.07%
$65.48 - $77.9 $259K - $308K
25.8K $1.72M
BLFY
Blue Foundry Bancorp

Financial Services
68
+ 0.54%
$7.92 - $9.67 $539 - $658
12.6K $113K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9
+ 0.05%
$22.25 - $22.94 $200 - $206
18K $408K
OTLY
Oatly Group Ab

Consumer Defensive
2.23K
+ 6.64%
$0.87 - $1.29 $1.94K - $2.88K
35.9K $33K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
4.27K
+ 6.69%
$12.6 - $13.67 $53.7K - $58.3K
68K $880K
ABEO
Abeona Therapeutics Inc.

Healthcare
8.5K
+ 61.16%
$3.17 - $8.05 $27K - $68.4K
22.4K $94K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
110
+ 3.13%
$62.62 - $71.76 $6.89K - $7.89K
3.63K $249K
SOFI
So Fi Technologies, Inc.

Financial Services
6.2K
+ 9.23%
$6.32 - $7.89 $39.2K - $48.9K
73.3K $484K
RDFN
Redfin Corp

Real Estate
533
+ 3.65%
$5.18 - $8.0 $2.76K - $4.26K
15.1K $90K
TU
Telus Corp

Communication Services
143
+ 1.31%
$15.14 - $16.71 $2.17K - $2.39K
11.1K $167K
CNS
Cohen & Steers, Inc.

Financial Services
50
+ 1.76%
$66.11 - $76.32 $3.31K - $3.82K
2.88K $209K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
38
+ 0.97%
$54.36 - $57.86 $2.07K - $2.2K
3.96K $222K
BCPC
Balchem Corp

Basic Materials
1.61K
+ 0.63%
$138.5 - $156.63 $222K - $251K
257K $39.6M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
107
+ 0.48%
$13.0 - $14.56 $1.39K - $1.56K
22.3K $316K
AMP
Ameriprise Financial Inc

Financial Services
638
+ 2.54%
$407.69 - $442.22 $260K - $282K
25.8K $11M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
154
+ 1.61%
$59.59 - $63.02 $9.18K - $9.71K
9.74K $596K
NOVT
Novanta Inc

Technology
98
+ 4.15%
$149.41 - $172.15 $14.6K - $16.9K
2.46K $400K
YELP
Yelp Inc

Communication Services
72
+ 1.23%
$35.65 - $41.11 $2.57K - $2.96K
5.92K $218K
CCK
Crown Holdings Inc

Consumer Cyclical
169
+ 3.18%
$74.39 - $85.73 $12.6K - $14.5K
5.49K $408K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
451
+ 3.44%
$9.63 - $11.19 $4.34K - $5.05K
13.6K $132K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
210
+ 0.41%
$45.65 - $47.02 $9.59K - $9.87K
51.5K $2.4M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
231
+ 4.65%
$46.23 - $54.78 $10.7K - $12.7K
5.2K $259K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
540
+ 0.42%
$47.4 - $48.0 $25.6K - $25.9K
130K $6.19M
IXC
Ishares Tr Global Energy ETF

ETFs
454
+ 1.92%
$39.86 - $44.76 $18.1K - $20.3K
24.1K $998K
LAD
Lithia Motors Inc

Consumer Cyclical
109
+ 12.5%
$246.33 - $295.77 $26.8K - $32.2K
981 $247K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
2.51K
+ 5.18%
$1.26 - $1.91 $3.16K - $4.79K
50.9K $76K
DORM
Dorman Products, Inc.

Consumer Cyclical
116
+ 2.1%
$87.45 - $97.6 $10.1K - $11.3K
5.63K $515K
BSM
Black Stone Minerals, L.P.

Energy
24
+ 0.04%
$15.36 - $16.7 $369 - $401
57K $893K
GFI
Gold Fields LTD

Basic Materials
148
+ 0.74%
$13.5 - $18.19 $2K - $2.69K
20.3K $302K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
450
+ 0.55%
$64.45 - $70.67 $29K - $31.8K
82.7K $5.52M
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
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