TWA
CIXX

TCI Wealth Advisors’s CI Financial Corp. CIXX Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-30
Closed -$299 – 2694
2022
Q4 		$299 Hold
30
– – ﹤0.01% 2281
2022
Q3 		$0 Hold
30
– – ﹤0.01% 2706
2022
Q2 		$0 Hold
30
– – ﹤0.01% 2617
2022
Q1 		$0 Hold
30
– – ﹤0.01% 2564
2021
Q4 		$1K Hold
30
– – ﹤0.01% 2274
2021
Q3 		$1K Hold
30
– – ﹤0.01% 2343
2021
Q2 		$1K Hold
30
– – ﹤0.01% 2282
2021
Q1 		$0 Hold
30
– – ﹤0.01% 2273
2020
Q4 		$0 Buy
+30
New +$389 ﹤0.01% 1712

Other funds holding CIXX

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

TCI Wealth Advisors's CIXX Position: Q1 2023 in Review

TCI Wealth Advisors sold out of CI Financial Corp. (CIXX) in Q1 2023, closing a stake of 30 shares — an estimated $299 sold.

TCI Wealth Advisors first reported a position in CIXX in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2021. 13 funds tracked by Wall St. Rank hold CIXX as of Q1 2023.

  • TCI Wealth Advisors reported no remaining CI Financial Corp. position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 30 CI Financial Corp. shares in Q1 2023, an estimated $299.
  • TCI Wealth Advisors first reported a position in CI Financial Corp. in Q4 2020 and held it in 9 quarters.
  • TCI Wealth Advisors's CI Financial Corp. position peaked at $1K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held CI Financial Corp. as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.