Ci Private Wealth, LLC Incresed Positions in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXEL
Exelixis, Inc.

Healthcare
24.1K
+ 111.14%
$25.39 - $36.46 $612K - $879K
45.8K $1.53M
USAC
Usa Compression Partners, LP

Energy
37.2K
+ 28.94%
$21.54 - $23.99 $802K - $893K
166K $3.91M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
11.7K
+ 331.63%
$67.53 - $85.82 $787K - $1M
15.2K $1.18M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.97K
+ 18.66%
$91.29 - $91.8 $910K - $915K
63.4K $5.8M
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
60.4K
+ 94.61%
$11.87 - $16.4 $717K - $991K
124K $1.67M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3.24K
+ 10.58%
$109.13 - $130.93 $354K - $424K
33.9K $4.23M
COIN
Coinbase Global, Inc.

Technology
786
+ 8.49%
$163.17 - $343.62 $128K - $270K
10K $2.49M
SNOW
Snowflake Inc.

Technology
1.17K
+ 6.97%
$109.65 - $186.51 $128K - $217K
17.9K $2.76M
CLW
Clearwater Paper Corp

Basic Materials
27.2K
+ 115.87%
$24.53 - $32.66 $667K - $888K
50.7K $1.51M
RPG
Invesco Exchange Traded Fd Tr

ETFs
17.5K
+ 33.86%
$38.88 - $44.07 $681K - $772K
69.2K $2.86M
JXN
Jackson Financial Inc.

Financial Services
9.52K
+ 241.45%
$84.91 - $113.74 $808K - $1.08M
13.5K $1.17M
CAH
Cardinal Health Inc

Healthcare
617
+ 0.68%
$107.89 - $125.33 $66.6K - $77.3K
91.7K $10.8M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
12.8K
+ 166.39%
$64.91 - $73.47 $830K - $940K
20.5K $1.33M
RJF
Raymond James Financial Inc

Financial Services
658
+ 3.19%
$123.0 - $170.1 $80.9K - $112K
21.3K $3.31M
SCM
Stellus Capital Investment Corp

Financial Services
55.8K
+ 48.29%
$13.14 - $14.33 $734K - $800K
171K $2.36M
PB
Prosperity Bancshares Inc

Financial Services
8.08K
+ 16.69%
$70.04 - $85.07 $566K - $688K
56.5K $4.26M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.9K
+ 35.99%
$107.98 - $143.92 $421K - $561K
14.7K $1.98M
FHI
Federated Hermes, Inc.

Financial Services
13.4K
+ 33.22%
$36.01 - $43.31 $484K - $582K
53.9K $2.22M
GRMN
Garmin LTD

Technology
977
+ 5.67%
$161.91 - $220.77 $158K - $216K
18.2K $3.76M
JHG
Janus Henderson Group PLC

Financial Services
8.64K
+ 10.95%
$37.65 - $45.66 $325K - $395K
87.5K $3.72M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
14.6K
+ 80.68%
$49.58 - $50.28 $723K - $733K
32.7K $1.62M
PCG
Pg&E Corp

Utilities
32K
+ 21.29%
$19.2 - $21.63 $615K - $693K
183K $3.68M
VICI
Vici Properties Inc.

Real Estate
45.1K
+ 28.29%
$28.27 - $33.19 $1.27M - $1.5M
204K $5.97M
IAU
Ishares Gold Trust

ETFs
17.2K
+ 1.68%
$48.37 - $52.65 $834K - $908K
1.04M $51.6M
GKOS
Glaukos Corp

Healthcare
341
+ 1.14%
$126.42 - $152.67 $43.1K - $52.1K
30.2K $4.53M
KD
Kyndryl Holdings, Inc.

Technology
5.91K
+ 15.82%
$22.43 - $35.79 $133K - $211K
43.3K $1.5M
EQIX
Equinix Inc

Real Estate
254
+ 3.55%
$865.69 - $985.0 $220K - $250K
7.4K $6.98M
DTM
Dt Midstream, Inc.

Energy
1.74K
+ 8.34%
$78.85 - $108.56 $137K - $189K
22.6K $2.25M
CYBR
Cyber Ark Software Ltd.

Technology
1.04K
+ 16.88%
$274.1 - $333.15 $285K - $346K
7.19K $2.4M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
25.9K
+ 103.44%
$23.63 - $26.47 $611K - $685K
50.9K $1.21M
SLF
Sun Life Financial Inc

Financial Services
9.8K
+ 94.75%
$55.43 - $62.69 $543K - $614K
20.1K $1.2M
PAR
Par Technology Corp

Technology
2.55K
+ 12.82%
$49.67 - $81.14 $127K - $207K
22.4K $1.63M
ACI
Albertsons Companies, Inc.

Consumer Defensive
22.6K
+ 17.75%
$18.01 - $19.92 $407K - $450K
150K $2.94M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
30.8K
+ 125.22%
$20.04 - $22.53 $616K - $693K
55.3K $1.12M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
8.69K
+ 106.13%
$77.43 - $89.47 $672K - $777K
16.9K $1.31M
HCSG
Healthcare Services Group Inc

Healthcare
41K
+ 18.02%
$9.71 - $12.9 $398K - $529K
269K $3.12M
MKL
Markel Corp

Financial Services
52
+ 1.75%
$1542.01 - $1785.11 $80.2K - $92.8K
3.02K $5.22M
DBX
Dropbox, Inc.

Technology
16.5K
+ 164.32%
$25.05 - $30.8 $414K - $509K
26.6K $798K
NBIX
Neurocrine Biosciences Inc

Healthcare
3.09K
+ 64.02%
$111.62 - $139.44 $345K - $431K
7.93K $1.08M
PBA
Pembina Pipeline Corp

Energy
16.3K
+ 87.06%
$35.89 - $43.35 $585K - $706K
35K $1.29M
MFC
Manulife Financial Corp

Financial Services
12.8K
+ 12.96%
$29.21 - $32.87 $373K - $420K
111K $3.42M
ABM
Abm Industries Inc

Industrials
9.9K
+ 112.8%
$50.32 - $58.61 $498K - $580K
18.7K $956K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.76K
+ 9.66%
$69.3 - $74.3 $399K - $428K
65.4K $4.67M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.13K
+ 14.76%
$138.3 - $192.95 $157K - $218K
8.8K $1.55M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.91K
+ 86.19%
$87.56 - $119.8 $342K - $468K
8.44K $925K
RPRX
Royalty Pharma PLC

Healthcare
21.4K
+ 85.99%
$24.28 - $28.39 $519K - $607K
46.2K $1.18M
CIEN
Ciena Corp

Technology
233
+ 1.19%
$61.45 - $91.14 $14.3K - $21.2K
19.8K $1.68M
ALK
Alaska Air Group, Inc.

Industrials
887
+ 4.25%
$42.48 - $67.6 $37.7K - $60K
21.7K $1.41M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17.7K
+ 3.15%
$44.33 - $49.55 $784K - $876K
580K $26.1M
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
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