Ci Private Wealth, LLC Sells in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KRYS
Krystal Biotech, Inc.

Healthcare
-882
- 2.05%
$142.64 - $194.44 $126K - $171K
42.1K $7.6M
INTF
Ishares Tr

ETFs
-36.3K
- 3.88%
$28.43 - $31.96 $1.03M - $1.16M
899K $27.7M
FAST
Fastenal CO

Industrials
-17K
- 4.38%
$71.11 - $79.98 $1.21M - $1.36M
372K $28.8M
ABEV
Ambev S.A.

Consumer Defensive
-256K
- 8.17%
$1.77 - $2.37 $453K - $607K
2.88M $6.71M
EBAY
Ebay Inc

Consumer Cyclical
-1.4K
- 0.74%
$61.61 - $70.93 $86.3K - $99.4K
187K $12.6M
ABT
Abbott Laboratories

Healthcare
-326K
- 14.34%
$111.1 - $140.22 $36.2M - $45.7M
1.95M $259M
DE
Deere & CO

Industrials
-34.6K
- 9.06%
$408.57 - $509.27 $14.1M - $17.6M
348K $163M
SCHW
Schwab Charles Corp

Financial Services
-30.1K
- 3.6%
$71.24 - $83.64 $2.15M - $2.52M
807K $63.2M
CAH
Cardinal Health Inc

Healthcare
-3.8K
- 4.15%
$118.02 - $137.77 $449K - $524K
87.9K $12.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-15.1K
- 4.93%
$124.46 - $147.4 $1.88M - $2.22M
291K $41.4M
NTES
Net Ease, Inc.

Communication Services
-251
- 0.21%
$87.72 - $109.14 $22K - $27.4K
117K $12M
SHEL
Shell PLC

Energy
-44.7K
- 9.72%
$62.84 - $73.29 $2.81M - $3.28M
415K $30.4M
HCA
Hca Healthcare, Inc.

Healthcare
-369
- 0.94%
$296.7 - $345.55 $109K - $128K
38.7K $13.4M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.28K
- 0.39%
$75.32 - $84.77 $96.1K - $108K
325K $26.5M
VLO
Valero Energy Corp

Energy
-5.24K
- 2.04%
$121.76 - $142.99 $639K - $750K
252K $33.2M
AWK
American Water Works Company, Inc.

Utilities
-2.64K
- 2.8%
$121.01 - $149.31 $320K - $395K
91.6K $13.5M
KR
Kroger CO

Consumer Defensive
-7.94K
- 2.17%
$58.36 - $67.72 $463K - $538K
358K $24.2M
AEP
American Electric Power CO Inc

Utilities
-6.29K
- 4.11%
$90.32 - $109.27 $568K - $687K
147K $16M
AJG
Arthur J. Gallagher & Co.

Financial Services
-9.3K
- 11.08%
$275.89 - $345.24 $2.57M - $3.21M
74.6K $25.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-22.8K
- 1.52%
$25.1 - $27.85 $574K - $636K
1.48M $39.9M
EOG
Eog Resources Inc

Energy
-2.06K
- 0.48%
$120.54 - $138.05 $248K - $284K
427K $54.8M
ALL
Allstate Corp

Financial Services
-5.07K
- 2.08%
$180.99 - $210.18 $918K - $1.07M
238K $49.3M
WEC
Wec Energy Group, Inc.

Utilities
-9.37K
- 3.95%
$92.12 - $108.98 $863K - $1.02M
228K $24.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
-4.14K
- 0.4%
$26.09 - $30.21 $108K - $125K
1.04M $30.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-94.9K
- 3.51%
$58.01 - $64.46 $5.5M - $6.11M
2.61M $162M
PAYX
Paychex Inc

Industrials
-66.9K
- 7.21%
$136.06 - $154.52 $9.1M - $10.3M
861K $133M
UNH
Unitedhealth Group Inc

Healthcare
-33.7K
- 2.93%
$461.52 - $548.18 $15.6M - $18.5M
1.12M $585M
ROL
Rollins Inc

Consumer Cyclical
-12.6K
- 2.64%
$45.65 - $54.03 $575K - $681K
465K $25.1M
HEI
Heico Corp

Industrials
-2.63K
- 1.88%
$219.6 - $270.85 $576K - $711K
137K $36.6M
MO
Altria Group, Inc.

Consumer Defensive
-6.22K
- 1.27%
$50.81 - $60.02 $316K - $373K
485K $29.1M
AIG
American International Group, Inc.

Financial Services
-837
- 0.3%
$70.5 - $86.94 $59K - $72.8K
278K $24.1M
ECL
Ecolab Inc.

Basic Materials
-48.2K
- 5.74%
$229.72 - $269.82 $11.1M - $13M
791K $201M
YUM
Yum Brands Inc

Consumer Cyclical
-3.3K
- 1.7%
$123.25 - $162.53 $407K - $537K
191K $30.1M
PSX
Phillips 66

Energy
-38.4K
- 4.11%
$113.93 - $131.55 $4.38M - $5.06M
897K $111M
RS
Reliance Steel & Aluminum CO

Basic Materials
-8.99K
- 2.52%
$266.61 - $302.66 $2.4M - $2.72M
347K $100M
TMUS
T Mobile Us, Inc.

Communication Services
-6.02K
- 4.41%
$211.3 - $272.83 $1.27M - $1.64M
131K $34.8M
CI
Cigna Corp

Healthcare
-3.03K
- 2.7%
$274.49 - $329.0 $832K - $997K
109K $35.9M
MDT
Medtronic PLC

Healthcare
-7.56K
- 1.22%
$79.84 - $94.5 $603K - $714K
612K $55M
IEFA
Ishares Tr

ETFs
-26.8K
- 1.89%
$69.57 - $78.65 $1.87M - $2.11M
1.39M $105M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-32.6K
- 1.22%
$36.91 - $41.03 $1.2M - $1.34M
2.65M $105M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6.6K
- 5.83%
$402.49 - $513.76 $2.65M - $3.39M
107K $51.7M
CVS
Cvs Health Corp

Healthcare
-59.9K
- 13.25%
$44.22 - $68.64 $2.65M - $4.11M
392K $26.6M
IBM
International Business Machines Corp

Technology
-19.7K
- 4.83%
$217.4 - $264.74 $4.28M - $5.21M
388K $96.5M
FNV
Franco Nevada Corp

Basic Materials
-6.09K
- 2.74%
$120.72 - $157.56 $735K - $959K
216K $34M
GILD
Gilead Sciences, Inc.

Healthcare
-35.8K
- 5.65%
$89.14 - $117.41 $3.19M - $4.2M
597K $66.9M
AZO
Autozone Inc

Consumer Cyclical
-392
- 2.35%
$3193.96 - $3828.11 $1.25M - $1.5M
16.3K $62M
CB
Chubb LTD

Financial Services
-22K
- 3.64%
$257.71 - $301.99 $5.66M - $6.63M
581K $175M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-875K
- 3.89%
$18.36 - $20.51 $16.1M - $17.9M
21.6M $428M
T
At&T Inc.

Communication Services
-40.2K
- 1.69%
$21.56 - $28.28 $866K - $1.14M
2.34M $66.2M
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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