GFPC
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Global Financial Private Client’s Cigna CI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-384
Closed -$126K – 472
2025
Q1 		$126K Buy
384
+12
+3% +$3.62K 0.05% 241
2024
Q4 		$103K Buy
372
+3
+0.8% +$956 0.04% 262
2024
Q3 		$128K Hold
369
– – 0.05% 234
2024
Q2 		$122K Hold
369
– – 0.05% 218
2024
Q1 		$134K Hold
369
– – 0.06% 207
2023
Q4 		$110K Hold
369
– – 0.05% 216
2023
Q3 		$106K Hold
369
– – 0.05% 213
2023
Q2 		$103K Hold
369
– – 0.05% 216
2023
Q1 		$96.7K Hold
369
– – 0.05% 215
2022
Q4 		$122K Hold
369
– – 0.07% 178
2022
Q3 		$106K Hold
369
– – 0.06% 192
2022
Q2 		$98.9K Hold
369
– – 0.06% 189
2022
Q1 		$90.9K Hold
369
– – 0.04% 207
2021
Q4 		$84.7K Buy
369
+331
+871% +$70.3K 0.04% 222
2021
Q3 		$7.7K Hold
38
– – ﹤0.01% 372
2021
Q2 		$9.05K Hold
38
– – 0.01% 372
2021
Q1 		$9.19K Hold
38
– – 0.01% 322
2020
Q4 		$7.91K Buy
38
+3
+9% +$588 0.01% 321
2020
Q3 		$5.86K Hold
35
– – 0.01% 334
2020
Q2 		$6.67K Hold
35
– – 0.01% 369
2020
Q1 		$6.06K Hold
35
– – 0.01% 385
2019
Q4 		$7.16K Buy
+35
New +$6.42K 0.01% 402

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
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
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
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