GLLW
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Graves Light Lenhart Wealth’s Cigna CI Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-186
Closed -$49K – 242
2022
Q2 		$49K Hold
186
– – 0.01% 308
2022
Q1 		$45K Hold
186
– – 0.01% 362
2021
Q4 		$43K Hold
186
– – 0.01% 421
2021
Q3 		$37K Hold
186
– – 0.01% 414
2021
Q2 		$44K Sell
186
-2
-1% -$500 0.01% 396
2021
Q1 		$45K Hold
188
– – 0.01% 400
2020
Q4 		$39K Buy
+188
New +$36.9K 0.01% 402
2020
Q2 		– Sell
-1,427
Closed -$253K – 167
2020
Q1 		$253K Buy
1,427
+3
+0.2% +$582 0.07% 125
2019
Q4 		$291K Sell
1,424
-5
-0.3% -$917 0.06% 135
2019
Q3 		$255K Buy
1,429
+5
+0.4% +$814 0.06% 147
2019
Q2 		$224K Hold
1,424
– – 0.05% 145
2019
Q1 		$229K Buy
+1,424
New +$260K 0.06% 137

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return