CSWM
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Cassady Schiller Wealth Management’s Cigna CI Stock Holding History

Cassady Schiller 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
2024
Q4 		$13K Hold
47
– – ﹤0.01% 322
2024
Q3 		$16.3K Hold
47
– – 0.01% 289
2024
Q2 		$15.5K Hold
47
– – 0.01% 290
2024
Q1 		$17.1K Hold
47
– – 0.01% 302
2023
Q4 		$14.1K Hold
47
– – 0.01% 307
2023
Q3 		$13.4K Sell
47
-4
-8% -$1.14K 0.01% 310
2023
Q2 		$14.3K Hold
51
– – 0.01% 313
2023
Q1 		$13K Hold
51
– – 0.01% 305
2022
Q4 		$16.9K Buy
+51
New +$16.1K 0.01% 280
2022
Q1 		– Sell
-51
Closed -$12K – 192
2021
Q4 		$12K Buy
+51
New +$10.8K 0.01% 303

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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