Cx Institutional Reduced Holdings in Q4 2024

Cx Institutional

  • $2.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
-64
- 3.51%
$211.98 - $248.85 $13.6K - $15.9K
1.76K $395K
XLF
Financial Sector Spdr

ETFs
-2.07K
- 5.92%
$44.89 - $51.34 $92.8K - $106K
32.9K $1.59M
INTU
Intuit Inc

Technology
-10
- 0.56%
$602.01 - $706.25 $6.02K - $7.06K
1.78K $1.12M
MSI
Motorola Solutions, Inc.

Technology
-13
- 1.08%
$449.08 - $504.6 $5.84K - $6.56K
1.19K $551K
SRE
Sempra Energy

Utilities
-8
- 0.26%
$80.81 - $94.77 $646 - $758
3.08K $269K
ZBRA
Zebra Technologies Corp

Technology
-8
- 0.77%
$360.09 - $411.94 $2.88K - $3.3K
1.03K $397K
PAYX
Paychex Inc

Industrials
-27
- 0.94%
$135.86 - $148.73 $3.67K - $4.02K
2.85K $398K
CFG
Citizens Financial Group Inc

Financial Services
-47
- 0.8%
$39.92 - $48.46 $1.88K - $2.28K
5.81K $254K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-44
- 2.22%
$127.59 - $153.41 $5.61K - $6.75K
1.94K $279K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-12
- 0.64%
$229.83 - $258.46 $2.76K - $3.1K
1.86K $459K
VOX
Vanguard Communication Service

ETFs
-88
- 1.41%
$144.31 - $163.57 $12.7K - $14.4K
6.15K $952K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-533
- 2.63%
$16.99 - $27.42 $9.06K - $14.6K
19.7K $449K
GBCI
Glacier Bancorp, Inc.

Financial Services
-205
- 1.24%
$44.09 - $58.89 $9.04K - $12.1K
16.3K $819K
DFS
Discover Financial Services

Financial Services
-1
- 0.05%
$136.3 - $182.67 $136 - $183
2.07K $357K
WMB
Williams Companies, Inc.

Energy
-39
- 0.46%
$46.37 - $59.74 $1.81K - $2.33K
8.5K $459K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-1.98K
- 16.13%
$77.15 - $104.91 $153K - $208K
10.3K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
-166
- 2.13%
$873.59 - $994.69 $145K - $165K
7.63K $6.99M
VTI
Vanguard Total Stock Market Et

ETFs
-157
- 0.7%
$280.04 - $302.45 $44K - $47.5K
22.2K $6.43M
PFGC
Performance Food Group CO

Consumer Defensive
-225
- 1.14%
$78.03 - $90.57 $17.6K - $20.4K
19.6K $1.66M
VOT
Vanguard Mid Cap Growth Index

ETFs
-591
- 2.36%
$241.48 - $274.89 $143K - $162K
24.5K $6.22M
TPR
Tapestry, Inc.

Consumer Cyclical
-103
- 1.49%
$43.54 - $66.18 $4.48K - $6.82K
6.79K $443K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.41K
- 4.58%
$94.43 - $105.47 $510K - $570K
113K $11.4M
BAC
Bank Of America Corp

Financial Services
-95
- 0.29%
$39.22 - $47.77 $3.73K - $4.54K
33.2K $1.46M
NOW
Service Now, Inc.

Technology
-3
- 0.28%
$867.18 - $1148.42 $2.6K - $3.45K
1.09K $1.15M
XLY
Select Sector Spdr Consumer Di

ETFs
-91
- 1.09%
$194.8 - $239.43 $17.7K - $21.8K
8.24K $1.85M
GS
Goldman Sachs Group Inc

Financial Services
-52
- 1.12%
$486.1 - $608.57 $25.3K - $31.6K
4.58K $2.62M
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.01K
- 1.66%
$54.6 - $68.9 $110K - $138K
119K $7.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8
- 1.6%
$4100.99 - $5300.34 $32.8K - $42.4K
491 $2.44M
OKE
Oneok Inc

Energy
-740
- 1.31%
$92.28 - $117.05 $68.3K - $86.6K
55.8K $5.61M
HON
Honeywell International Inc

Industrials
-842
- 1.81%
$202.84 - $236.0 $171K - $199K
45.7K $10.3M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-23.4K
- 5.79%
$36.5 - $53.22 $855K - $1.25M
381K $16.4M
V
Visa Inc.

Financial Services
-1.03K
- 1.95%
$273.87 - $320.91 $282K - $331K
52K $16.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-14.3K
- 23.8%
$213.65 - $479.86 $3.06M - $6.88M
45.9K $18.5M
AVGO
Broadcom Inc.

Technology
-9.51K
- 10.62%
$159.67 - $250.0 $1.52M - $2.38M
80.1K $18.6M
Activity Summary
Buys All Purchases 393 New Holdings 48 Increased Positions 345 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cx Institutional Portfolio

Follow Cx Institutional 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 Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email