Vanguard Personalized Indexing Management
CIXX

Vanguard Personalized Indexing Management’s CI Financial Corp. CIXX Stock Holding History

Vanguard Personalized Indexing Management’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
Q4 		– Sell
-12,842
Closed -$123K – 1365
2022
Q3 		$123K Buy
+12,842
New +$142K 0.01% 1161

Other funds holding CIXX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
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
LOAMS
Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $3.14B AUM 46.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 42.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Personalized Indexing Management's CIXX Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of CI Financial Corp. (CIXX) in Q4 2022, closing a stake of 12,842 shares — an estimated $123K sold.

Vanguard Personalized Indexing Management first reported a position in CIXX in Q3 2022 and held it in 1 quarter. The position peaked at $123K in Q3 2022. 104 funds tracked by Wall St. Rank hold CIXX as of Q4 2022.

  • Vanguard Personalized Indexing Management reported no remaining CI Financial Corp. position as of Q4 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 12,842 CI Financial Corp. shares in Q4 2022, an estimated $123K.
  • Vanguard Personalized Indexing Management first reported a position in CI Financial Corp. in Q3 2022 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's CI Financial Corp. position peaked at $123K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held CI Financial Corp. as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.