HWMA
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Heritage Wealth Management (Arizona)’s Cigna CI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$39.1K Buy
118
+87
+281% +$27.5K 0.01% 545
2022
Q3 		$9K Sell
31
-55
-64% -$15.5K ﹤0.01% 668
2022
Q2 		$22.7K Buy
86
+50
+139% +$12.9K 0.01% 525
2022
Q1 		$9K Buy
+36
New +$8.43K ﹤0.01% 720
2021
Q3 		$7K Buy
36
+7
+24% +$1.52K ﹤0.01% 692
2021
Q2 		$7K Hold
29
– – ﹤0.01% 698
2021
Q1 		$7K Buy
+29
New +$6.46K ﹤0.01% 604

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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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
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