Atria Wealth Solutions’s Cigna CI Stock Holding History

Atria Wealth Solutions’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 Q2	$685K	Sell	2,089 -3,087	-60%	-$995K	0.02%	790
2025 Q1	$1.7M	Sell	5,176 -2,048	-28%	-$617K	0.02%	690
2024 Q4	$1.99M	Buy	7,224 +1,000	+16%	+$319K	0.02%	642
2024 Q3	$2.16M	Sell	6,224 -618	-9%	-$213K	0.02%	606
2024 Q2	$2.26M	Sell	6,842 -319	-4%	-$110K	0.03%	587
2024 Q1	$2.6M	Sell	7,161 -1,895	-21%	-$624K	0.03%	547
2023 Q4	$2.71M	Sell	9,056 -2,079	-19%	-$608K	0.03%	504
2023 Q3	$3.19M	Sell	11,135 -438	-4%	-$125K	0.04%	417
2023 Q2	$3.25M	Buy	11,573 +3,878	+50%	+$1.01M	0.04%	416
2023 Q1	$1.97M	Sell	7,695 -435	-5%	-$127K	0.03%	546
2022 Q4	$2.69M	Sell	8,130 -89	-1%	-$28.2K	0.04%	417
2022 Q3	$2.28M	Buy	8,219 +6,124	+292%	+$1.72M	0.04%	433
2022 Q2	$552K	Sell	2,095 -525	-20%	-$135K	0.01%	921
2022 Q1	$628K	Buy	+2,620	New	+$613K	0.01%	936

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return