PFO
CIB icon

Pathstone Family Office’s Grupo Cibest SA CIB Stock Holding History

Pathstone Family Office’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
2023
Q3 		$749K Buy
27,628
+2,935
+12% +$81.5K 0.01% 834
2023
Q2 		$669K Buy
24,693
+10,286
+71% +$268K 0.01% 627
2023
Q1 		$370K Buy
+14,407
New +$389K 0.01% 819
2022
Q3 		– Sell
-7,498
Closed -$236K – 1478
2022
Q2 		$236K Buy
7,498
+628
+9% +$24.7K 0.01% 889
2022
Q1 		$298K Sell
6,870
-1,226
-15% -$44.2K 0.01% 753
2021
Q4 		$256K Buy
8,096
+31
+0.4% +$1.04K 0.01% 757
2021
Q3 		$280K Buy
+8,065
New +$251K 0.01% 698

Other funds holding CIB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CPH
C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return