EWM
CI icon

Edge Wealth Management’s Cigna CI Stock Holding History

Edge 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
2020
Q3 		– Sell
-470
Closed -$88K – 477
2020
Q2 		$88K Sell
470
-82
-15% -$15.6K 0.02% 212
2020
Q1 		$98K Buy
552
+312
+130% +$60.5K 0.02% 175
2019
Q4 		$49K Hold
240
– – 0.01% 256
2019
Q3 		$36K Hold
240
– – 0.01% 281
2019
Q2 		$38K Hold
240
– – 0.01% 281
2019
Q1 		$39K Hold
240
– – 0.01% 263
2018
Q4 		$46K Buy
+240
New +$50.1K 0.01% 253
2018
Q3 		– Sell
-8
Closed -$1K – 619
2018
Q2 		$1K Sell
8
-8
-50% -$1.39K ﹤0.01% 546
2018
Q1 		$3K Buy
+16
New +$3.11K ﹤0.01% 488

Other funds holding CI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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