Envestnet Portfolio Solutions’s CGI GIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,923
Closed -$221K 1753
2024
Q3
$221K Sell
1,923
-410
-18% -$44.8K ﹤0.01% 1595
2024
Q2
$233K Sell
2,333
-1,643
-41% -$169K ﹤0.01% 1517
2024
Q1
$439K Sell
3,976
-86
-2% -$9.62K ﹤0.01% 1175
2023
Q4
$436K Buy
4,062
+5
+0.1% +$507 ﹤0.01% 1105
2023
Q3
$400K Buy
+4,057
New +$415K ﹤0.01% 1081

Other funds holding GIB

Envestnet Portfolio Solutions's GIB Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of CGI (GIB) in Q4 2024, closing a stake of 1,923 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in GIB in Q3 2023 and held it in 5 quarters. The position peaked at $439K in Q1 2024. 349 funds tracked by Wall St. Rank hold GIB as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining CGI position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,923 CGI shares in Q4 2024, an estimated $221K.
  • Envestnet Portfolio Solutions first reported a position in CGI in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's CGI position peaked at $439K in Q1 2024.
  • 349 funds tracked by Wall St. Rank held CGI as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.