Bellwether Advisors’s Cigna CI Stock Holding History

Bellwether 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	-11	Closed	-$3.64K	–	212
2025 Q2	$3.64K	Buy	+11	New	+$3.55K	﹤0.01%	449
2024 Q1	–	Sell	-25,440	Closed	-$7.62M	–	121
2023 Q4	$7.62M	Buy	+25,440	New	+$7.43M	1.87%	12
2023 Q2	–	Sell	-8,148	Closed	-$2.08M	–	150
2023 Q1	$2.08M	Buy	8,148 +2,698	+50%	+$786K	0.57%	42
2022 Q4	$1.81M	Buy	5,450 +5,424	+20,862%	+$1.72M	0.52%	41
2022 Q3	$7K	Buy	26 +1	+4%	+$281	﹤0.01%	293
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	266
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	355
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	390
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	362
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	313
2021 Q1	$6K	Hold	25	–	–	﹤0.01%	283
2020 Q4	$5K	Buy	+25	New	+$4.9K	﹤0.01%	264

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