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
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5K
+ 6.31%
$37.46 - $43.08 $187K - $215K
84.2K $3.21M
EVR
Evercore Inc.

Financial Services
58
+ 0.65%
$247.66 - $315.67 $14.4K - $18.3K
8.98K $2.49M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.7K
+ 104.01%
$49.87 - $52.46 $234K - $246K
9.21K $459K
HDB
Hdfc Bank LTD

Financial Services
3K
+ 15.65%
$59.45 - $68.01 $178K - $204K
22.1K $1.41M
INSM
Insmed Inc

Healthcare
3.75K
+ 34.12%
$66.29 - $76.63 $248K - $287K
14.7K $1.02M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.04K
+ 2.38%
$123.69 - $133.68 $252K - $272K
87.7K $11M
ARGX
Argenx Se

Healthcare
190
+ 14.67%
$520.52 - $638.33 $98.9K - $121K
1.49K $913K
BOTZ
Global X Fds

ETFs
6.64K
+ 83.52%
$31.11 - $34.18 $207K - $227K
14.6K $466K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.11K
+ 5.22%
$105.45 - $117.99 $328K - $367K
62.7K $6.65M
AZTA
Azenta, Inc.

Healthcare
3.22K
+ 12.74%
$40.37 - $51.57 $130K - $166K
28.5K $1.43M
EBR
Brazilian Electric Power CO

Utilities
40.2K
+ 198.04%
$5.49 - $7.26 $221K - $292K
60.6K $346K
RNR
Renaissancere Holdings LTD

Financial Services
1.53K
+ 19.86%
$241.97 - $287.47 $371K - $440K
9.25K $2.3M
RLI
Rli Corp

Financial Services
197
+ 1.15%
$151.91 - $180.89 $29.9K - $35.6K
17.3K $2.85M
RDY
Dr Reddys Laboratories LTD

Healthcare
129K
+ 447.3%
$13.99 - $79.75 $1.8M - $10.3M
157K $2.48M
SNDR
Schneider National, Inc.

Industrials
5.51K
+ 12.41%
$26.97 - $33.61 $148K - $185K
49.9K $1.46M
CTVA
Corteva, Inc.

Basic Materials
10.3K
+ 4.78%
$55.21 - $64.13 $566K - $658K
225K $12.8M
VRIG
Invesco Actively Managed ETF F

ETFs
7.52K
+ 6.79%
$25.06 - $25.2 $189K - $190K
118K $2.97M
X
United States Steel Corp

Basic Materials
6.71K
+ 22.94%
$30.14 - $42.31 $202K - $284K
35.9K $1.22M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.42K
+ 8.17%
$61.21 - $76.19 $87.2K - $108K
18.8K $1.41M
CSTM
Constellium Se

Basic Materials
29.7K
+ 148.68%
$9.97 - $16.45 $296K - $489K
49.7K $510K
PCVX
Vaxcyte, Inc.

Healthcare
3.16K
+ 140.82%
$80.97 - $117.93 $256K - $373K
5.4K $442K
CVE
Cenovus Energy Inc.

Energy
17.5K
+ 33.65%
$14.35 - $18.36 $252K - $322K
69.6K $1.05M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20.1K
+ 26.98%
$11.12 - $11.98 $224K - $241K
94.8K $1.07M
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
59
+ 0.43%
$41.39 - $58.43 $2.44K - $3.45K
13.9K $795K
NTR
Nutrien Ltd.

Basic Materials
6.03K
+ 22.14%
$44.04 - $50.78 $265K - $306K
33.3K $1.49M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
2.92K
+ 3.41%
$19.11 - $24.18 $55.8K - $70.6K
88.4K $2M
AVLV
American Centy ETF Tr Avantis
1.31K
+ 1.4%
$65.51 - $71.22 $86.1K - $93.6K
95.1K $6.35M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.4K
+ 23.5%
$41.64 - $45.75 $183K - $201K
23.1K $966K
PCT
Pure Cycle Technologies, Inc.

Industrials
13.5K
+ 29.49%
$8.81 - $14.3 $119K - $193K
59.3K $607K
G
Genpact LTD

Technology
1.97K
+ 8.32%
$38.17 - $46.82 $75K - $92K
25.6K $1.1M
ERIC
Ericsson Lm Telephone CO

Technology
17.2K
+ 25.69%
$7.36 - $8.59 $126K - $148K
84K $677K
SBSW
Sibanye Stillwater LTD

Basic Materials
54.7K
+ 373.35%
$3.24 - $5.22 $177K - $285K
69.3K $228K
WIT
Wipro LTD

Technology
298K
+ 98.59%
$3.54 - $7.24 $1.05M - $2.16M
600K $2.12M
SF
Stifel Financial Corp

Financial Services
788
+ 11.83%
$93.4 - $117.72 $73.6K - $92.8K
7.45K $789K
SAIA
Saia Inc

Industrials
257
+ 10.43%
$411.44 - $569.08 $106K - $146K
2.72K $1.24M
AWI
Armstrong World Industries Inc

Industrials
160
+ 1.13%
$133.26 - $162.01 $21.3K - $25.9K
14.3K $2.02M
ROBO
Robo Global Robotics And Autom

ETFs
5.52K
+ 2.87%
$55.06 - $58.6 $304K - $323K
198K $11.1M
MFG
Mizuho Financial Group Inc

Financial Services
11.8K
+ 8.81%
$4.05 - $5.26 $48K - $62.3K
146K $715K
SE
Sea LTD

Consumer Cyclical
662
+ 9.52%
$93.56 - $117.41 $61.9K - $77.7K
7.62K $808K
SMR
Nuscale Power Corp

Industrials
1.31K
+ 6.63%
$11.69 - $30.21 $15.4K - $39.7K
21.1K $379K
SHG
Shinhan Financial Group CO LTD

Financial Services
4.33K
+ 21.24%
N/A
24.7K $855K
INCY
Incyte Corp

Healthcare
979
+ 3.55%
$65.08 - $83.38 $63.7K - $81.6K
28.6K $1.97M
CBZ
Cbiz, Inc.

Industrials
128
+ 1.36%
$63.78 - $83.43 $8.16K - $10.7K
9.51K $778K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
5.47K
+ 55.63%
$36.36 - $43.93 $199K - $240K
15.3K $556K
ADC
Agree Realty Corp

Real Estate
2.28K
+ 69.91%
$69.44 - $77.65 $159K - $177K
5.55K $391K
ACHR
Archer Aviation Inc.

Industrials
225
+ 1.07%
$2.94 - $11.33 $662 - $2.55K
21.3K $207K
FOXA
Fox Corp

Communication Services
497
+ 2.61%
$41.35 - $49.99 $20.6K - $24.8K
19.5K $949K
SLM
Slm Corp

Financial Services
1.23K
+ 5.39%
$21.37 - $28.14 $26.3K - $34.6K
24.1K $664K
CNP
Centerpoint Energy Inc

Utilities
784
+ 1.56%
$28.58 - $32.66 $22.4K - $25.6K
51K $1.62M
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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