CAC
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Certified Advisory Corp’s Cigna CI Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-281
Closed -$68K – 284
2021
Q1 		$68K Buy
+281
New +$62.6K 0.02% 306
2020
Q2 		$53K Hold
281
– – 0.02% 298
2020
Q1 		$50K Hold
281
– – 0.02% 276
2019
Q4 		$57K Hold
281
– – 0.02% 300
2019
Q3 		$43K Buy
281
+103
+58% +$16.8K 0.01% 344
2019
Q2 		$28K Sell
178
-121
-40% -$19K 0.01% 414
2019
Q1 		$48K Hold
299
– – 0.02% 305
2018
Q4 		$57K Buy
299
+173
+137% +$36.1K 0.03% 259
2018
Q3 		$26K Hold
126
– – 0.01% 393
2018
Q2 		$21K Hold
126
– – 0.01% 424
2018
Q1 		$21K Hold
126
– – 0.01% 399
2017
Q4 		$25K Buy
+126
New +$25.1K 0.02% 330

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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