Guardian Capital Advisors (Canada)’s CI Financial Corp. CIXX Stock Holding History

Guardian Capital Advisors (Canada)’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
2022 Q2	–	Sell	-11,375	Closed	-$168K	–	175
2022 Q1	$168K	Hold	11,375	–	–	0.02%	162
2021 Q4	$235K	Sell	11,375 -525	-4%	-$11.6K	0.02%	167
2021 Q3	$238K	Hold	11,900	–	–	0.02%	163
2021 Q2	$222K	Sell	11,900 -1,775	-13%	-$30.4K	0.02%	164
2021 Q1	$205K	Hold	13,675	–	–	0.02%	167
2020 Q4	$164K	Buy	+13,675	New	+$178K	0.02%	166

Other funds holding CIXX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

SRAIM

Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 42.31% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s CIXX Position: Q2 2022 in Review

Guardian Capital Advisors (Canada) sold out of CI Financial Corp. (CIXX) in Q2 2022, closing a stake of 11,375 shares — an estimated $168K sold.

Guardian Capital Advisors (Canada) first reported a position in CIXX in Q4 2020 and held it in 6 quarters. The position peaked at $238K in Q3 2021. 102 funds tracked by Wall St. Rank hold CIXX as of Q2 2022.

Guardian Capital Advisors (Canada) reported no remaining CI Financial Corp. position as of Q2 2022 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 11,375 CI Financial Corp. shares in Q2 2022, an estimated $168K.
Guardian Capital Advisors (Canada) first reported a position in CI Financial Corp. in Q4 2020 and held it in 6 quarters.
Guardian Capital Advisors (Canada)'s CI Financial Corp. position peaked at $238K in Q3 2021.
102 funds tracked by Wall St. Rank held CI Financial Corp. as of Q2 2022.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q2 2022, filed 12 Aug 2022.