CI Investments Inc
DOCS icon

CI Investments Inc’s Doximity DOCS Stock Holding History

CI Investments Inc’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-342
Closed -$25K – 812
2025
Q3 		$25K Sell
342
-33
-9% -$2.15K ﹤0.01% 1132
2025
Q2 		$23K Sell
375
-31
-8% -$1.73K ﹤0.01% 1150
2025
Q1 		$24K Sell
406
-69
-15% -$4.36K ﹤0.01% 1134
2024
Q4 		$25K Buy
475
+256
+117% +$12.5K ﹤0.01% 1136
2024
Q3 		$10K Sell
219
-2
-0.9% -$67 ﹤0.01% 1201
2024
Q2 		$6K Sell
221
-9
-4% -$237 ﹤0.01% 1212
2024
Q1 		$6K Buy
230
+42
+22% +$1.2K ﹤0.01% 1244
2023
Q4 		$5K Buy
188
+6
+3% +$142 ﹤0.01% 1223
2023
Q3 		$4K Buy
182
+30
+20% +$819 ﹤0.01% 1260
2023
Q2 		$5K Buy
152
+147
+2,940% +$4.89K ﹤0.01% 1248
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1193
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1232
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1252
2022
Q2 		$0 Buy
+5
New +$197 ﹤0.01% 1282

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return