Atlas Private Wealth Advisors’s Cigna CI Stock Holding History

Atlas Private Wealth Advisors’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	-829	Closed	-$274K	–	145
2025 Q2	$274K	Buy	829 +13	+2%	+$4.19K	0.04%	168
2025 Q1	$269K	Buy	816 +2	+0.2%	+$603	0.04%	153
2024 Q4	$225K	Hold	814	–	–	0.03%	157
2024 Q3	$282K	Hold	814	–	–	0.04%	129
2024 Q2	$269K	Buy	+814	New	+$281K	0.04%	128
2024 Q1	–	Sell	-814	Closed	-$244K	–	116
2023 Q4	$244K	Sell	814 -16	-2%	-$4.68K	0.05%	142
2023 Q3	$237K	Buy	830 +4	+0.5%	+$1.14K	0.04%	159
2023 Q2	$232K	Buy	+826	New	+$215K	0.05%	166
2022 Q2	–	Sell	-839	Closed	-$201K	–	130
2022 Q1	$201K	Buy	+839	New	+$196K	0.09%	130
2021 Q4	–	Sell	-839	Closed	-$168K	–	249
2021 Q3	$168K	Hold	839	–	–	0.09%	142
2021 Q2	$199K	Buy	839 +9	+1%	+$2.25K	0.11%	112
2021 Q1	$201K	Buy	+830	New	+$185K	0.11%	110

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