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
MTN
Vail Resorts Inc

Consumer Cyclical
2.18K
+ 56.19%
$165.69 - $195.44 $361K - $426K
6.06K $1.14M
CNX
Cnx Resources Corp

Energy
7.46K
+ 16.78%
$32.66 - $41.09 $244K - $307K
51.9K $1.9M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.78K
+ 34.49%
$107.32 - $127.74 $299K - $356K
10.9K $1.34M
GDDY
Go Daddy Inc.

Technology
807
+ 11.74%
$153.16 - $209.03 $124K - $169K
7.68K $1.52M
FLRN
Spdr Bloomberg Investment Grad

ETFs
14K
+ 112.97%
$30.67 - $30.84 $430K - $433K
26.4K $812K
ZS
Zscaler, Inc.

Technology
1.43K
+ 8.14%
$166.99 - $211.99 $239K - $303K
19K $3.43M
RYLD
Global X Fds Russell 2000 Cove

ETFs
24K
+ 16.84%
$15.97 - $16.79 $384K - $404K
167K $2.73M
WDS
Woodside Energy Group LTD

Energy
34.1K
+ 46.03%
$14.38 - $18.32 $490K - $624K
108K $1.68M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.7K
+ 13.81%
$92.95 - $129.87 $158K - $220K
14K $1.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.94K
+ 0.62%
$63.58 - $71.15 $250K - $280K
637K $41.4M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.2K
+ 164.0%
$45.85 - $49.28 $376K - $404K
13.2K $616K
DDOG
Datadog, Inc.

Technology
115
+ 0.88%
$113.98 - $168.65 $13.1K - $19.4K
13.1K $1.87M
MFA
Mfa Financial, Inc.

Real Estate
49.4K
+ 96.72%
$10.19 - $12.72 $503K - $628K
100K $1.02M
MEDP
Medpace Holdings, Inc.

Healthcare
1.1K
+ 86.08%
$308.93 - $363.58 $340K - $400K
2.38K $790K
BMO
Bank Of Montreal

Financial Services
2.26K
+ 10.72%
$89.75 - $103.39 $203K - $234K
23.4K $2.27M
MQ
Marqeta, Inc.

Technology
102K
+ 438.33%
$3.42 - $5.95 $349K - $607K
125K $475K
LI
Li Auto Inc.

Consumer Cyclical
15.6K
+ 137.55%
$21.8 - $30.51 $340K - $476K
26.9K $645K
CHT
Chunghwa Telecom CO LTD

Communication Services
10.5K
+ 41.21%
$37.24 - $39.29 $391K - $412K
35.9K $1.35M
HLI
Houlihan Lokey, Inc.

Financial Services
367
+ 2.08%
$158.81 - $190.49 $58.3K - $69.9K
18.1K $3.14M
JLL
Jones Lang Lasalle Inc

Real Estate
3.46K
+ 10.85%
$246.93 - $283.67 $854K - $981K
35.3K $8.95M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.9K
+ 9.06%
$17.93 - $18.8 $286K - $299K
192K $3.49M
AVSU
American Centy ETF Tr Avantis

ETFs
2.89K
+ 1.81%
$64.29 - $69.59 $186K - $201K
163K $10.8M
XAR
Spdr S&P Aerospace & Defense E

ETFs
426
+ 1.45%
$153.8 - $176.52 $65.5K - $75.2K
29.8K $4.94M
PAA
Plains All American Pipeline LP

Energy
25.3K
+ 6.28%
$16.27 - $18.67 $411K - $472K
428K $7.3M
AL
Air Lease Corp

Industrials
906
+ 0.99%
$42.79 - $52.16 $38.8K - $47.3K
92.8K $4.47M
WCC
Wesco International Inc

Industrials
1.04K
+ 11.22%
$164.11 - $213.19 $170K - $221K
10.3K $1.86M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
981
+ 8.35%
$170.03 - $192.78 $167K - $189K
12.7K $2.35M
OC
Owens Corning

Industrials
2.94K
+ 9.01%
$169.41 - $210.81 $497K - $619K
35.5K $6.05M
RH
Rh

Consumer Cyclical
638
+ 79.35%
$311.9 - $446.04 $199K - $285K
1.44K $567K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
31K
+ 36.98%
$11.42 - $12.5 $354K - $388K
115K $1.33M
PPC
Pilgrims Pride Corp

Consumer Defensive
6.4K
+ 125.91%
$43.57 - $53.82 $279K - $344K
11.5K $520K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.38K
+ 25.79%
$28.38 - $39.27 $124K - $172K
21.4K $828K
M
Macy'S, Inc.

Consumer Cyclical
7.62K
+ 6.25%
$14.56 - $18.1 $111K - $138K
130K $2.19M
PR
Permian Resources Corporation

Energy
18.1K
+ 80.36%
$13.41 - $16.21 $242K - $293K
40.6K $583K
CFG
Citizens Financial Group Inc

Financial Services
802
+ 0.95%
$39.92 - $48.46 $32K - $38.9K
85.5K $3.74M
FFIV
F5, Inc.

Technology
724
+ 30.29%
$213.56 - $263.36 $155K - $191K
3.11K $783K
ABC
Amerisourcebergen Corp

Healthcare
1.38K
+ 3.43%
N/A
41.5K $7.69M
BOH
Bank Of Hawaii Corp

Financial Services
663
+ 2.7%
$61.29 - $80.51 $40.6K - $53.4K
25.2K $1.79M
AI
C3.Ai, Inc.

Technology
555
+ 2.43%
$22.6 - $42.94 $12.5K - $23.8K
23.4K $804K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
131
+ 0.14%
$11.14 - $20.2 $1.46K - $2.65K
95.7K $1.38M
CRVL
Corvel Corp

Financial Services
6.64K
+ 292.59%
$111.26 - $370.61 $738K - $2.46M
8.9K $990K
WIX
Wix.Com Ltd.

Technology
264
+ 6.51%
$156.75 - $229.35 $41.4K - $60.5K
4.32K $926K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.97K
+ 64.08%
$165.45 - $196.93 $326K - $389K
5.05K $837K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
152
+ 0.61%
$58.22 - $78.62 $8.85K - $12K
25.1K $1.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
5.06K
+ 17.96%
$29.25 - $33.27 $148K - $168K
33.2K $1.07M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.78K
+ 5.05%
$9.95 - $12.23 $57.5K - $70.7K
120K $1.41M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
10.5K
+ 37.59%
$19.79 - $21.6 $208K - $227K
38.5K $819K
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.9K
+ 14.8%
$87.1 - $98.49 $1.39M - $1.57M
124K $10.8M
GRAB
Grab Holdings LTD

Technology
29.3K
+ 29.61%
$3.6 - $5.67 $105K - $166K
128K $605K
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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