WPC
CIXX

Wedmont Private Capital’s CI Financial Corp. CIXX Stock Holding History

Wedmont Private Capital’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
-94,211
Closed -$991K – 493
2022
Q4 		$991K Hold
94,211
– – 0.15% 104
2022
Q3 		$902K Hold
94,211
– – 0.18% 90
2022
Q2 		$1M Buy
94,211
+46,933
+99% +$594K 0.22% 73
2022
Q1 		$747K Buy
+47,278
New +$843K 0.17% 104

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

Wedmont Private Capital's CIXX Position: Q1 2023 in Review

Wedmont Private Capital sold out of CI Financial Corp. (CIXX) in Q1 2023, closing a stake of 94,211 shares — an estimated $991K sold.

Wedmont Private Capital first reported a position in CIXX in Q1 2022 and held it in 4 quarters. The position peaked at $1M in Q2 2022. 13 funds tracked by Wall St. Rank hold CIXX as of Q1 2023.

  • Wedmont Private Capital reported no remaining CI Financial Corp. position as of Q1 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 94,211 CI Financial Corp. shares in Q1 2023, an estimated $991K.
  • Wedmont Private Capital first reported a position in CI Financial Corp. in Q1 2022 and held it in 4 quarters.
  • Wedmont Private Capital's CI Financial Corp. position peaked at $1M in Q2 2022.
  • 13 funds tracked by Wall St. Rank held CI Financial Corp. as of Q1 2023.

Based on Wedmont Private Capital's 13F filing for Q1 2023, filed 11 Apr 2023.