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Dakota Wealth Management’s Cigna CI Stock Holding History

Dakota 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
Q3 		– Sell
-839
Closed -$277K – 672
2025
Q2 		$277K Buy
839
+88
+12% +$28.4K 0.01% 643
2025
Q1 		$247K Sell
751
-210
-22% -$63.3K 0.01% 669
2024
Q4 		$266K Sell
961
-320
-25% -$102K 0.01% 648
2024
Q3 		$444K Sell
1,281
-32
-2% -$11K 0.01% 521
2024
Q2 		$434K Sell
1,313
-33
-2% -$11.4K 0.01% 524
2024
Q1 		$489K Buy
1,346
+163
+14% +$53.7K 0.01% 504
2023
Q4 		$354K Buy
1,183
+178
+18% +$52K 0.01% 480
2023
Q3 		$288K Buy
1,005
+89
+10% +$25.4K 0.01% 499
2023
Q2 		$257K Buy
916
+28
+3% +$7.29K 0.01% 523
2023
Q1 		$227K Sell
888
-5,938
-87% -$1.73M 0.02% 537
2022
Q4 		$2.26M Buy
6,826
+82
+1% +$25.9K 0.16% 141
2022
Q3 		$1.87M Sell
6,744
-4,246
-39% -$1.19M 0.15% 150
2022
Q2 		$2.9M Buy
10,990
+2,341
+27% +$603K 0.27% 101
2022
Q1 		$2.07M Buy
+8,649
New +$2.02M 0.17% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return