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
POOL
Pool Corp

Industrials
4.7K
+ 8.13%
$307.33 - $401.3 $1.45M - $1.89M
62.6K $19.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.4K
+ 0.94%
$516.55 - $556.17 $1.24M - $1.34M
260K $139M
IBM
International Business Machines Corp

Technology
13.7K
+ 3.45%
$164.43 - $190.9 $2.26M - $2.62M
412K $71.3M
AMD
Advanced Micro Devices Inc

Technology
18.9K
+ 4.37%
$144.27 - $183.34 $2.72M - $3.46M
450K $73.1M
TGT
Target Corp

Consumer Defensive
29K
+ 8.88%
$141.16 - $177.82 $4.1M - $5.16M
356K $52.7M
ADP
Automatic Data Processing Inc

Industrials
2.21K
+ 0.42%
$237.3 - $254.02 $525K - $562K
525K $125M
WMS
Advanced Drainage Systems, Inc.

Industrials
273
+ 0.06%
$155.57 - $179.24 $42.5K - $48.9K
449K $72.1M
NSC
Norfolk Southern Corp

Industrials
919
+ 0.66%
$209.9 - $253.39 $193K - $233K
141K $30.3M
SHW
Sherwin Williams CO

Basic Materials
2.38K
+ 1.72%
$291.95 - $338.16 $695K - $805K
141K $42.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.4K
+ 0.45%
$50.18 - $54.47 $623K - $676K
2.78M $144M
COP
Conocophillips

Energy
2.77K
+ 0.38%
$109.39 - $133.52 $303K - $369K
730K $83.5M
PSX
Phillips 66

Energy
60K
+ 7.39%
$135.85 - $172.71 $8.16M - $10.4M
872K $123M
PH
Parker Hannifin Corp

Industrials
271
+ 0.13%
$502.63 - $566.67 $136K - $154K
205K $104M
SYK
Stryker Corp

Healthcare
8.33K
+ 0.8%
$324.3 - $354.67 $2.7M - $2.95M
1.06M $359M
MA
Mastercard Inc

Financial Services
3.79K
+ 0.71%
$441.1 - $479.43 $1.67M - $1.82M
538K $237M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.57K
+ 0.08%
$396.73 - $420.24 $623K - $660K
2.02M $824M
V
Visa Inc.

Financial Services
34.6K
+ 1.57%
$262.47 - $281.5 $9.08M - $9.74M
2.23M $586M
ACN
Accenture PLC

Technology
60K
+ 5.01%
$281.76 - $339.17 $16.9M - $20.3M
1.26M $381M
PCAR
Paccar Inc

Industrials
27.2K
+ 1.17%
$102.94 - $123.1 $2.8M - $3.35M
2.35M $242M
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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