CI Investments Inc
WK icon

CI Investments Inc’s Workiva WK Stock Holding History

CI Investments Inc’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,514
Closed -$3.15M – 675
2025
Q4 		$3.15M Buy
36,514
+8,200
+29% +$726K 0.01% 341
2025
Q3 		$2.44M Buy
28,314
+1,900
+7% +$143K 0.01% 350
2025
Q2 		$1.81M Sell
26,414
-5,200
-16% -$358K 0.01% 369
2025
Q1 		$2.4M Sell
31,614
-634
-2% -$59.9K 0.01% 355
2024
Q4 		$3.53M Buy
32,248
+1,289
+4% +$119K 0.01% 328
2024
Q3 		$2.45M Sell
30,959
-141
-0.5% -$10.6K 0.01% 344
2024
Q2 		$2.27M Buy
+31,100
New +$2.45M 0.01% 330

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VPM
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EC
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JCAM
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VCM
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Fidelity Investments
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return