JWCA
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J.W. Coons Advisors’s Cigna CI Stock Holding History

J.W. Coons 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
Q2 		$503K Hold
1,522
– – 0.11% 152
2025
Q1 		$501K Buy
1,522
+50
+3% +$15.1K 0.13% 144
2024
Q4 		$406K Hold
1,472
– – 0.1% 167
2024
Q3 		$510K Hold
1,472
– – 0.13% 148
2024
Q2 		$487K Hold
1,472
– – 0.12% 146
2024
Q1 		$535K Hold
1,472
– – 0.12% 144
2023
Q4 		$441K Hold
1,472
– – 0.12% 151
2023
Q3 		$421K Hold
1,472
– – 0.12% 146
2023
Q2 		$413K Hold
1,472
– – 0.11% 155
2023
Q1 		$376K Hold
1,472
– – 0.11% 168
2022
Q4 		$488K Buy
1,472
+208
+16% +$65.8K 0.15% 142
2022
Q3 		$351K Hold
1,264
– – 0.13% 157
2022
Q2 		$332K Hold
1,264
– – 0.12% 174
2022
Q1 		$302K Hold
1,264
– – 0.09% 195
2021
Q4 		$292K Hold
1,264
– – 0.09% 195
2021
Q3 		$253K Sell
1,264
-24
-2% -$5.22K 0.09% 207
2021
Q2 		$305K Sell
1,288
-26
-2% -$6.49K 0.11% 171
2021
Q1 		$317K Hold
1,314
– – 0.11% 166
2020
Q4 		$273K Sell
1,314
-50
-4% -$9.81K 0.1% 171
2020
Q3 		$231K Sell
1,364
-5
-0.4% -$880 0.1% 176
2020
Q2 		$258K Hold
1,369
– – 0.11% 163
2020
Q1 		$242K Buy
+1,369
New +$266K 0.13% 165

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