Cedar Wealth Management’s Cigna CI Stock Holding History

Cedar 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	–	Sell	-79	Closed	-$27.4K	–	201
2024 Q3	$27.4K	Hold	79	–	–	0.01%	180
2024 Q2	$26.1K	Hold	79	–	–	0.01%	192
2024 Q1	$28.7K	Buy	+79	New	+$26K	0.01%	188
2019 Q4	–	Sell	-600	Closed	-$91K	–	166
2019 Q3	$91K	Hold	600	–	–	0.06%	83
2019 Q2	$95K	Hold	600	–	–	0.06%	90
2019 Q1	$96K	Hold	600	–	–	0.06%	90
2018 Q4	$114K	Hold	600	–	–	0.08%	72
2018 Q3	$125K	Hold	600	–	–	0.07%	74
2018 Q2	$102K	Hold	600	–	–	0.06%	67
2018 Q1	$101K	Hold	600	–	–	0.06%	77
2017 Q4	$122K	Hold	600	–	–	0.07%	73
2017 Q3	$112K	Hold	600	–	–	0.07%	75
2017 Q2	$100K	Hold	600	–	–	0.07%	72
2017 Q1	$88K	Hold	600	–	–	0.05%	72
2016 Q4	$80K	Hold	600	–	–	0.05%	73
2016 Q3	$78K	Hold	600	–	–	0.05%	58
2016 Q2	$77K	Buy	+600	New	+$79.2K	0.05%	69

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