BWA
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Burt Wealth Advisors’s Cigna CI Stock Holding History

Burt Wealth 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
2021
Q1 		– Sell
-211
Closed -$44K – 136
2020
Q4 		$44K Hold
211
– – 0.02% 187
2020
Q3 		$36K Hold
211
– – 0.01% 196
2020
Q2 		$40K Sell
211
-16
-7% -$3.04K 0.02% 188
2020
Q1 		$40K Buy
227
+49
+28% +$9.51K 0.02% 180
2019
Q4 		$36K Buy
178
+18
+11% +$3.3K 0.01% 195
2019
Q3 		$24K Sell
160
-194
-55% -$31.6K 0.01% 218
2019
Q2 		$56K Hold
354
– – 0.02% 160
2019
Q1 		$57K Hold
354
– – 0.03% 167
2018
Q4 		$67K Buy
+354
New +$73.8K 0.03% 151

Other funds holding CI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return