DWA
CI icon

Delos Wealth Advisors’s Cigna CI Stock Holding History

Delos Wealth 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
2024
Q3 		– Sell
-11
Closed -$3.64K – 222
2024
Q2 		$3.64K Hold
11
– – ﹤0.01% 176
2024
Q1 		$4K Buy
11
+3
+38% +$988 ﹤0.01% 170
2023
Q4 		$2.4K Hold
8
– – ﹤0.01% 133
2023
Q3 		$2.21K Hold
8
– – ﹤0.01% 176
2023
Q2 		$2.25K Hold
8
– – ﹤0.01% 174
2023
Q1 		$2.04K Hold
8
– – ﹤0.01% 190
2022
Q4 		$2.65K Hold
8
– – ﹤0.01% 192
2022
Q3 		$2K Buy
+8
New +$2.25K ﹤0.01% 192
2022
Q1 		– Sell
-64
Closed -$15K – 288
2021
Q4 		$15K Buy
+64
New +$13.6K 0.01% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return