CA
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Claro Advisors’s Cigna CI Stock Holding History

Claro 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
2025
Q2 		– Sell
-1,427
Closed -$469K – 397
2025
Q1 		$469K Sell
1,427
-163
-10% -$49.1K 0.06% 281
2024
Q4 		$439K Sell
1,590
-890
-36% -$284K 0.06% 270
2024
Q3 		$859K Buy
2,480
+710
+40% +$244K 0.11% 182
2024
Q2 		$585K Buy
1,770
+375
+27% +$129K 0.09% 218
2024
Q1 		$507K Buy
1,395
+119
+9% +$39.2K 0.09% 238
2023
Q4 		$382K Buy
1,276
+71
+6% +$20.7K 0.08% 255
2023
Q3 		$345K Buy
1,205
+179
+17% +$51K 0.09% 249
2023
Q2 		$288K Buy
+1,026
New +$267K 0.07% 271

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return