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	–	1235
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

VAM

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

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

CPH

C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Pathstone Family Office's CIB Position: Q3 2023 in Review

Pathstone Family Office increased its Grupo Cibest SA (CIB) stake by 12% in Q3 2023, buying an estimated $81.5K and bringing the position to 27,628 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #834.

Pathstone Family Office first reported a position in CIB in Q3 2021 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold CIB as of Q3 2023.

Pathstone Family Office held 27,628 shares of Grupo Cibest SA worth $749K as of Q3 2023.
Pathstone Family Office bought 2,935 Grupo Cibest SA shares in Q3 2023, an estimated $81.5K.
Grupo Cibest SA made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #834 holding.
Pathstone Family Office first reported a position in Grupo Cibest SA in Q3 2021 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.