Institutional & Family Asset Management’s CGI GIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$4.19K Hold
42
﹤0.01% 519
2024
Q1
$4.64K Hold
42
﹤0.01% 505
2023
Q4
$4.5K Hold
42
﹤0.01% 490
2023
Q3
$4.14K Hold
42
﹤0.01% 486
2023
Q2
$4.43K Sell
42
-7
-14% -$713 ﹤0.01% 492
2023
Q1
$4.72K Buy
49
+13
+36% +$1.17K ﹤0.01% 485
2022
Q4
$3.1K Hold
36
﹤0.01% 523
2022
Q3
$3K Hold
36
﹤0.01% 546
2022
Q2
$3K Hold
36
﹤0.01% 551
2022
Q1
$3K Sell
36
-12
-25% -$998 ﹤0.01% 610
2021
Q4
$4K Sell
48
-6
-11% -$526 ﹤0.01% 589
2021
Q3
$5K Hold
54
﹤0.01% 656
2021
Q2
$5K Sell
54
-15
-22% -$1.33K ﹤0.01% 707
2021
Q1
$6K Buy
69
+11
+19% +$871 ﹤0.01% 654
2020
Q4
$5K Hold
58
﹤0.01% 639
2020
Q3
$4K Buy
58
+14
+32% +$954 ﹤0.01% 611
2020
Q2
$3K Hold
44
﹤0.01% 638
2020
Q1
$2K Hold
44
﹤0.01% 644
2019
Q4
$4K Hold
44
﹤0.01% 620
2019
Q3
$3K Hold
44
﹤0.01% 628
2019
Q2
$3K Hold
44
﹤0.01% 661
2019
Q1
$3K Hold
44
﹤0.01% 656
2018
Q4
$3K Sell
44
-10
-19% -$617 ﹤0.01% 642
2018
Q3
$3K Hold
54
﹤0.01% 677
2018
Q2
$3K Hold
54
﹤0.01% 667
2018
Q1
$3K Buy
+54
New +$3.06K ﹤0.01% 661

Other funds holding GIB

Institutional & Family Asset Management's GIB Position: Q2 2024 in Review

Institutional & Family Asset Management held its CGI (GIB) position steady in Q2 2024 at 42 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Institutional & Family Asset Management first reported a position in GIB in Q1 2018 and has held it in 26 quarters since. The position peaked at $6K in Q1 2021. 327 funds tracked by Wall St. Rank hold GIB as of Q2 2024.

  • Institutional & Family Asset Management held 42 shares of CGI worth $4.19K as of Q2 2024.
  • Institutional & Family Asset Management left its CGI share count unchanged in Q2 2024.
  • CGI made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #519 holding.
  • Institutional & Family Asset Management first reported a position in CGI in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's CGI position peaked at $6K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held CGI as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.