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Avantax Planning Partners’s Cigna CI Stock Holding History

Avantax Planning Partners’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
-1,045
Closed -$345K – 441
2025
Q2 		$345K Hold
1,045
– – 0.01% 326
2025
Q1 		$344K Buy
1,045
+42
+4% +$12.7K 0.01% 313
2024
Q4 		$277K Buy
1,003
+5
+0.5% +$1.59K 0.01% 345
2024
Q3 		$346K Sell
998
-54
-5% -$18.6K 0.01% 309
2024
Q2 		$348K Buy
1,052
+14
+1% +$4.83K 0.01% 336
2024
Q1 		$377K Buy
+1,038
New +$342K 0.01% 332
2019
Q1 		– Sell
-39
Closed -$7K – 296
2018
Q4 		$7K Sell
39
-43
-52% -$8.97K ﹤0.01% 273
2018
Q3 		$17K Buy
+82
New +$15.2K ﹤0.01% 739
2018
Q2 		– Sell
-162
Closed -$27K – 450
2018
Q1 		$27K Buy
+162
New +$31.5K ﹤0.01% 672

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return