BWM
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BerganKDV Wealth Management’s Cigna CI Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$135K Sell
481
-27
-5% -$7.03K 0.01% 268
2023
Q1 		$130K Sell
508
-4,272
-89% -$1.24M 0.01% 281
2022
Q4 		$1.58M Buy
4,780
+707
+17% +$224K 0.17% 103
2022
Q3 		$1.13M Buy
4,073
+196
+5% +$55.2K 0.14% 114
2022
Q2 		$1.02M Buy
3,877
+413
+12% +$106K 0.12% 128
2022
Q1 		$830K Buy
3,464
+324
+10% +$75.9K 0.09% 136
2021
Q4 		$721K Buy
3,140
+308
+11% +$65.5K 0.08% 155
2021
Q3 		$567K Sell
2,832
-45
-2% -$9.79K 0.06% 167
2021
Q2 		$682K Buy
2,877
+103
+4% +$25.7K 0.08% 154
2021
Q1 		$671K Buy
2,774
+15
+0.5% +$3.34K 0.09% 147
2020
Q4 		$574K Buy
2,759
+36
+1% +$7.06K 0.08% 150
2020
Q3 		$461K Buy
2,723
+60
+2% +$10.6K 0.07% 159
2020
Q2 		$500K Sell
2,663
-32
-1% -$6.07K 0.09% 144
2020
Q1 		$478K Sell
2,695
-117
-4% -$22.7K 0.1% 133
2019
Q4 		$575K Sell
2,812
-143
-5% -$26.2K 0.1% 134
2019
Q3 		$449K Sell
2,955
-935
-24% -$152K 0.09% 141
2019
Q2 		$613K Sell
3,890
-375
-9% -$58.8K 0.12% 123
2019
Q1 		$686K Sell
4,265
-1,311
-24% -$239K 0.14% 111
2018
Q4 		$1.06M Buy
5,576
+1,164
+26% +$243K 0.25% 75
2018
Q3 		$919K Buy
4,412
+4,100
+1,314% +$760K 0.2% 90
2018
Q2 		$53K Buy
+312
New +$54K 0.01% 314

Other funds holding CI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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