CI Investments Inc
CVBF icon

CI Investments Inc’s CVB Financial CVBF Stock Holding History

CI Investments Inc’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,672
Closed -$28K – 1283
2023
Q3 		$28K Sell
1,672
-13
-0.8% -$221 ﹤0.01% 1060
2023
Q2 		$22K Sell
1,685
-91
-5% -$1.25K ﹤0.01% 1083
2023
Q1 		$30K Buy
1,776
+141
+9% +$3.21K ﹤0.01% 1006
2022
Q4 		$42K Buy
+1,635
New +$44.5K ﹤0.01% 970

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's CVBF Position: Q4 2023 in Review

CI Investments Inc sold out of CVB Financial (CVBF) in Q4 2023, closing a stake of 1,672 shares — an estimated $28K sold.

CI Investments Inc first reported a position in CVBF in Q4 2022 and held it in 4 quarters. The position peaked at $42K in Q4 2022. 224 funds tracked by Wall St. Rank hold CVBF as of Q4 2023.

  • CI Investments Inc reported no remaining CVB Financial position as of Q4 2023 after selling out during the quarter.
  • CI Investments Inc sold 1,672 CVB Financial shares in Q4 2023, an estimated $28K.
  • CI Investments Inc first reported a position in CVB Financial in Q4 2022 and held it in 4 quarters.
  • CI Investments Inc's CVB Financial position peaked at $42K in Q4 2022.
  • 224 funds tracked by Wall St. Rank held CVB Financial as of Q4 2023.

Based on CI Investments Inc's 13F filing for Q4 2023, filed 12 Feb 2024.