Forvis Mazars Wealth Advisors’s Cigna CI Stock Holding History

Forvis Mazars 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
2025 Q1	–	Sell	-2,357	Closed	-$651K	–	393
2024 Q4	$651K	Sell	2,357 -216	-8%	-$68.9K	0.02%	272
2024 Q3	$891K	Buy	+2,573	New	+$886K	0.02%	242
2023 Q3	–	Sell	-2,581	Closed	-$724K	–	389
2023 Q2	$724K	Sell	2,581 -195	-7%	-$50.8K	0.02%	246
2023 Q1	$709K	Buy	+2,776	New	+$809K	0.02%	227
2022 Q4	–	Sell	-2,778	Closed	-$771K	–	389
2022 Q3	$771K	Buy	+2,778	New	+$782K	0.03%	216
2019 Q3	–	Sell	-1,667	Closed	-$263K	–	261
2019 Q2	$263K	Sell	1,667 -35	-2%	-$5.49K	0.02%	228
2019 Q1	$274K	Sell	1,702 -119	-7%	-$21.7K	0.02%	216
2018 Q4	$346K	Buy	+1,821	New	+$380K	0.04%	168
2018 Q1	–	Sell	-1,072	Closed	-$218K	–	239
2017 Q4	$218K	Sell	1,072 -149	-12%	-$29.7K	0.02%	229
2017 Q3	$228K	Sell	1,221 -26	-2%	-$4.63K	0.03%	207
2017 Q2	$209K	Buy	+1,247	New	+$200K	0.02%	214

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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