EWA
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Evolution Wealth Advisors’s Cigna CI Stock Holding History

Evolution 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
2021
Q4 		– Sell
-45
Closed -$9K – 245
2021
Q3 		$9K Buy
45
+19
+73% +$4.13K ﹤0.01% 408
2021
Q2 		$6K Hold
26
– – ﹤0.01% 472
2021
Q1 		$6K Hold
26
– – ﹤0.01% 497
2020
Q4 		$5K Hold
26
– – ﹤0.01% 438
2020
Q3 		$4K Hold
26
– – ﹤0.01% 453
2020
Q2 		$5K Buy
+26
New +$4.93K ﹤0.01% 361
2020
Q1 		– Sell
-58
Closed -$12K – 370
2019
Q4 		$12K Buy
58
+32
+123% +$5.87K ﹤0.01% 268
2019
Q3 		$4K Hold
26
– – ﹤0.01% 301
2019
Q2 		$4K Buy
+26
New +$4.08K ﹤0.01% 283

Other funds holding CI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
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