American Portfolios Advisors’s CI Financial Corp. CIXX Stock Holding History

American Portfolios Advisors’s Portfolio CIXX Stock Details CIXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,769	Closed	-$309K	–	3681
2021 Q4	$309K	Buy	14,769 +202	+1%	+$4.48K	0.01%	953
2021 Q3	$296K	Buy	14,567 +1,458	+11%	+$28K	0.01%	946
2021 Q2	$241K	Buy	13,109 +1,050	+9%	+$18K	0.01%	1033
2021 Q1	$174K	Buy	+12,059	New	+$167K	0.01%	1086

Other funds holding CIXX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Portfolios Advisors's CIXX Position: Q1 2022 in Review

American Portfolios Advisors sold out of CI Financial Corp. (CIXX) in Q1 2022, closing a stake of 14,769 shares — an estimated $309K sold.

American Portfolios Advisors first reported a position in CIXX in Q1 2021 and held it in 4 quarters. The position peaked at $309K in Q4 2021. 119 funds tracked by Wall St. Rank hold CIXX as of Q1 2022.

American Portfolios Advisors reported no remaining CI Financial Corp. position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 14,769 CI Financial Corp. shares in Q1 2022, an estimated $309K.
American Portfolios Advisors first reported a position in CI Financial Corp. in Q1 2021 and held it in 4 quarters.
American Portfolios Advisors's CI Financial Corp. position peaked at $309K in Q4 2021.
119 funds tracked by Wall St. Rank held CI Financial Corp. as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.