Credential Qtrade Securities’s CI Financial Corp. CIXX Stock Holding History

Credential Qtrade Securities’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
2023 Q2	–	Sell	-4,322	Closed	-$40.9K	–	429
2023 Q1	$40.9K	Buy	4,322 +285	+7%	+$3.12K	﹤0.01%	259
2022 Q4	$40.3K	Hold	4,037	–	–	﹤0.01%	270
2022 Q3	$38.7K	Sell	4,037 -138	-3%	-$1.53K	﹤0.01%	260
2022 Q2	$44.3K	Buy	4,175 +1,639	+65%	+$20.7K	﹤0.01%	267
2022 Q1	$40.3K	Buy	2,536 +522	+26%	+$9.31K	﹤0.01%	283
2021 Q4	$42.1K	Sell	2,014 -31	-2%	-$687	﹤0.01%	288
2021 Q3	$41.5K	Sell	2,045 -555	-21%	-$10.7K	﹤0.01%	271
2021 Q2	$47.7K	Buy	2,600 +408	+19%	+$6.98K	﹤0.01%	282
2021 Q1	$31.7K	Buy	2,192 +50	+2%	+$691	﹤0.01%	277
2020 Q4	$26.5K	Buy	+2,142	New	+$27.8K	﹤0.01%	256

Other funds holding CIXX

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Credential Qtrade Securities's CIXX Position: Q2 2023 in Review

Credential Qtrade Securities sold out of CI Financial Corp. (CIXX) in Q2 2023, closing a stake of 4,322 shares — an estimated $40.9K sold.

Credential Qtrade Securities first reported a position in CIXX in Q4 2020 and held it in 10 quarters. The position peaked at $47.7K in Q2 2021. 2 funds tracked by Wall St. Rank hold CIXX as of Q2 2023.

Credential Qtrade Securities reported no remaining CI Financial Corp. position as of Q2 2023 after selling out during the quarter.
Credential Qtrade Securities sold 4,322 CI Financial Corp. shares in Q2 2023, an estimated $40.9K.
Credential Qtrade Securities first reported a position in CI Financial Corp. in Q4 2020 and held it in 10 quarters.
Credential Qtrade Securities's CI Financial Corp. position peaked at $47.7K in Q2 2021.
2 funds tracked by Wall St. Rank held CI Financial Corp. as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.