Baldwin Wealth Partners’s Cigna CI Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-55	Closed	-$19.1K	–	370
2024 Q3	$19.1K	Buy	55 +50	+1,000%	+$17.2K	﹤0.01%	705
2024 Q2	$1.65K	Buy	+5	New	+$1.72K	﹤0.01%	675
2023 Q4	–	Sell	-150	Closed	-$42.9K	–	734
2023 Q3	$42.9K	Sell	150 -5	-3%	-$1.43K	﹤0.01%	418
2023 Q2	$43.5K	Hold	155	–	–	﹤0.01%	430
2023 Q1	$39.6K	Hold	155	–	–	﹤0.01%	443
2022 Q4	$51.4K	Buy	+155	New	+$49K	﹤0.01%	415
2021 Q1	–	Sell	-100	Closed	-$21K	–	623
2020 Q4	$21K	Sell	100 -210	-68%	-$41.2K	﹤0.01%	400
2020 Q3	$53K	Hold	310	–	–	0.01%	290
2020 Q2	$58K	Sell	310 -194	-38%	-$36.8K	0.01%	273
2020 Q1	$89K	Buy	504 +194	+63%	+$37.6K	0.02%	210
2019 Q4	$63K	Hold	310	–	–	0.01%	291
2019 Q3	$47K	Hold	310	–	–	0.01%	316
2019 Q2	$49K	Hold	310	–	–	0.01%	310
2019 Q1	$50K	Buy	+310	New	+$56.6K	0.01%	297

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

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management

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

JP Morgan Chase

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