CWM
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Compass Wealth Management’s Cigna CI Stock Holding History

Compass 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
2025
Q2 		– Sell
-244
Closed -$80.3K – 195
2025
Q1 		$80.3K Hold
244
– – 0.02% 210
2024
Q4 		$67.4K Sell
244
-30
-11% -$9.56K 0.02% 221
2024
Q3 		$94.9K Hold
274
– – 0.02% 204
2024
Q2 		$90.6K Buy
274
+12
+5% +$4.14K 0.02% 205
2024
Q1 		$95.2K Hold
262
– – 0.02% 199
2023
Q4 		$78.5K Hold
262
– – 0.02% 206
2023
Q3 		$75K Hold
262
– – 0.02% 199
2023
Q2 		$73.5K Hold
262
– – 0.02% 208
2023
Q1 		$66.9K Hold
262
– – 0.02% 213
2022
Q4 		$86.8K Buy
+262
New +$82.9K 0.03% 192

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