Cx Institutional Reduced Holdings in Q1 2025

Cx Institutional

  • $2.65 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRC
California Resources Corp

Energy
-21.4K
- 80.72%
$39.17 - $54.42 $839K - $1.17M
5.12K $225K
EEFT
Euronet Worldwide, Inc.

Technology
-12.2K
- 27.66%
$94.42 - $110.06 $1.15M - $1.34M
31.9K $3.41M
NKE
Nike, Inc.

Consumer Cyclical
-3.72K
- 5.23%
$63.29 - $81.72 $236K - $304K
67.4K $4.28M
VDC
Vanguard Consumer Staples ETF

ETFs
-4.93K
- 62.74%
$206.54 - $226.16 $1.02M - $1.12M
2.93K $641K
IAT
Ishares Tr

ETFs
-17.4K
- 32.2%
$44.84 - $53.56 $778K - $929K
36.5K $1.7M
WMT
Walmart Inc.

Consumer Defensive
-8.47K
- 10.18%
$84.5 - $105.05 $715K - $889K
74.7K $6.55M
UPS
United Parcel Service Inc

Industrials
-1.15K
- 2.61%
$109.66 - $136.26 $127K - $157K
43K $4.73M
VEA
Vanguard Ftse Developed Market

ETFs
-18.7K
- 44.68%
$47.4 - $52.99 $885K - $989K
23.1K $1.17M
IYH
Ishares Tr

ETFs
-14.1K
- 96.32%
$58.32 - $62.76 $820K - $883K
538 $33K
IYK
Ishares U.S. Consumer Staples

ETFs
-12.5K
- 94.19%
$63.29 - $71.8 $791K - $897K
771 $55K
COF
Capital One Financial Corp

Financial Services
-4.58K
- 14.53%
$163.87 - $209.82 $751K - $962K
27K $4.83M
IEO
Ishares Tr

ETFs
-8.79K
- 99.21%
$86.02 - $99.13 $756K - $871K
70 $7K
TTEK
Tetra Tech Inc

Industrials
-18.9K
- 92.56%
$28.26 - $42.58 $534K - $805K
1.52K $44K
KXI
Ishares Tr Global Consumer Sta

ETFs
-12.3K
- 99.93%
$58.57 - $64.8 $721K - $798K
9 $1K
PCAR
Paccar Inc

Industrials
-6.59K
- 55.69%
$96.91 - $112.51 $638K - $741K
5.24K $510K
PG
Procter & Gamble CO

Consumer Defensive
-5.75K
- 5.59%
$158.56 - $176.26 $912K - $1.01M
97.2K $16.6M
SM
Sm Energy CO

Energy
-16.3K
- 79.03%
$27.15 - $44.69 $443K - $729K
4.33K $130K
IXN
Ishares Global Information Tec

ETFs
-7.84K
- 98.58%
$75.73 - $88.4 $594K - $693K
113 $9K
KBR
Kbr, Inc.

Industrials
-11K
- 78.98%
$47.88 - $60.47 $528K - $666K
2.93K $146K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.15K
- 47.78%
$91.45 - $91.75 $654K - $656K
7.81K $716K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-9.95K
- 36.03%
$55.97 - $64.13 $557K - $638K
17.7K $994K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11.3K
- 4.19%
$49.78 - $53.19 $563K - $602K
259K $13.2M
VLO
Valero Energy Corp

Energy
-4.96K
- 57.48%
$121.76 - $142.99 $604K - $709K
3.67K $485K
PFE
Pfizer Inc

Healthcare
-19.2K
- 38.01%
$25.01 - $27.13 $479K - $520K
31.2K $791K
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.3K
- 35.4%
$56.51 - $62.98 $584K - $651K
18.9K $1.14M
VGT
Vanguard Information Technolog

ETFs
-810
- 78.11%
$543.24 - $646.34 $440K - $524K
227 $123K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-2.51K
- 97.78%
$111.56 - $223.11 $280K - $561K
57 $6K
CSCO
Cisco Systems, Inc.

Technology
-14K
- 10.15%
$58.74 - $64.87 $821K - $906K
124K $7.63M
IDV
Ishares Tr

ETFs
-48.9K
- 17.72%
$27.0 - $31.7 $1.32M - $1.55M
227K $7.04M
IYC
Ishares U.S. Consumer Discreti

ETFs
-5.23K
- 99.09%
$85.71 - $101.2 $448K - $529K
48 $4K
ZTS
Zoetis Inc.

Healthcare
-3.12K
- 42.69%
$156.48 - $175.67 $488K - $548K
4.19K $689K
VZ
Verizon Communications Inc

Communication Services
-14.9K
- 37.48%
$37.81 - $46.49 $563K - $693K
24.9K $1.13M
BBY
Best Buy CO Inc

Consumer Cyclical
-2.83K
- 13.79%
$70.3 - $91.1 $199K - $258K
17.7K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
-598
- 13.05%
$524.81 - $672.19 $314K - $402K
3.99K $2.18M
NUDM
Nuveen Esg International Devel

ETFs
-15.7K
- 43.95%
$29.75 - $33.12 $466K - $519K
20K $637K
AOA
Ishares Tr Core Aggressive All

ETFs
-5.42K
- 86.92%
$75.7 - $80.01 $410K - $433K
815 $62K
CRM
Salesforce, Inc.

Technology
-73
- 1.25%
$268.36 - $359.95 $19.6K - $26.3K
5.79K $1.55M
TER
Teradyne, Inc

Technology
-2.65K
- 70.41%
$82.6 - $140.0 $219K - $371K
1.11K $92K
FSLR
First Solar, Inc.

Technology
-2.1K
- 93.46%
$126.34 - $197.73 $266K - $416K
147 $19K
JCI
Johnson Controls International PLC

Industrials
-4.97K
- 21.01%
$76.12 - $90.6 $378K - $450K
18.7K $1.5M
XLV
Select Sector Spdr Fund Health

ETFs
-3.78K
- 16.76%
$137.61 - $149.68 $519K - $565K
18.7K $2.74M
IRM
Iron Mountain Inc

Real Estate
-3K
- 62.49%
$82.79 - $111.31 $248K - $334K
1.8K $155K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.43K
- 6.19%
$128.74 - $138.67 $571K - $615K
67.1K $9.11M
TGT
Target Corp

Consumer Defensive
-2.08K
- 52.15%
$103.65 - $142.5 $216K - $297K
1.91K $199K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.26K
- 14.87%
$140.44 - $166.79 $177K - $210K
7.22K $1.01M
GLW
Corning Inc

Technology
-6.25K
- 28.57%
$44.91 - $54.25 $280K - $339K
15.6K $715K
SNPS
Synopsys Inc

Technology
-396
- 15.94%
$428.58 - $551.54 $170K - $218K
2.09K $895K
PKG
Packaging Corp Of America

Consumer Cyclical
-1.3K
- 73.89%
$192.03 - $242.13 $249K - $315K
459 $91K
CARR
Carrier Global Corp

Industrials
-3.74K
- 27.45%
$62.07 - $70.55 $232K - $264K
9.88K $626K
Activity Summary
Buys All Purchases 954 New Holdings 672 Increased Positions 282 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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