Acima Private Wealth’s Cigna CI Stock Holding History

Acima Private Wealth’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$1.32K	–	183
2025 Q2	$1.32K	Hold	4	–	–	﹤0.01%	179
2025 Q1	$1.32K	Hold	4	–	–	﹤0.01%	180
2024 Q4	$1.1K	Hold	4	–	–	﹤0.01%	184
2024 Q3	$1.39K	Hold	4	–	–	﹤0.01%	184
2024 Q2	$1.32K	Hold	4	–	–	﹤0.01%	183
2024 Q1	$1.45K	Sell	4 -36	-90%	-$11.9K	﹤0.01%	193
2023 Q4	$12K	Hold	40	–	–	﹤0.01%	198
2023 Q3	$11.4K	Hold	40	–	–	0.01%	201
2023 Q2	$11.2K	Hold	40	–	–	0.01%	209
2023 Q1	$10.2K	Buy	+40	New	+$11.7K	0.01%	217

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return