First Trust Direct Indexing’s Grupo Cibest SA CIB Stock Holding History

First Trust Direct Indexing’s Portfolio CIB Stock Details CIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,588	Closed	-$234K	–	689
2022 Q3	$234K	Sell	9,588 -931	-9%	-$26.9K	0.03%	531
2022 Q2	$324K	Sell	10,519 -9,391	-47%	-$370K	0.05%	451
2022 Q1	$849K	Buy	19,910 +2,800	+16%	+$101K	0.1%	252
2021 Q4	$541K	Buy	17,110 +435	+3%	+$14.6K	0.07%	334
2021 Q3	$577K	Buy	+16,675	New	+$518K	0.08%	303
2021 Q1	–	Sell	-186	Closed	-$7K	–	502
2020 Q4	$7K	Buy	+186	New	+$5.81K	﹤0.01%	966

Other funds holding CIB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

First Trust Direct Indexing's CIB Position: Q4 2022 in Review

First Trust Direct Indexing sold out of Grupo Cibest SA (CIB) in Q4 2022, closing a stake of 9,588 shares — an estimated $234K sold.

First Trust Direct Indexing first reported a position in CIB in Q4 2020 and held it in 6 quarters. The position peaked at $849K in Q1 2022. 127 funds tracked by Wall St. Rank hold CIB as of Q4 2022.

First Trust Direct Indexing reported no remaining Grupo Cibest SA position as of Q4 2022 after selling out during the quarter.
First Trust Direct Indexing sold 9,588 Grupo Cibest SA shares in Q4 2022, an estimated $234K.
First Trust Direct Indexing first reported a position in Grupo Cibest SA in Q4 2020 and held it in 6 quarters.
First Trust Direct Indexing's Grupo Cibest SA position peaked at $849K in Q1 2022.
127 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q4 2022.

Based on First Trust Direct Indexing's 13F filing for Q4 2022, filed 20 Jan 2023.