MWM
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MorganRosel Wealth Management’s Cigna CI Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-588
Closed -$194K – 153
2025
Q2 		$194K Hold
588
– – 0.05% 110
2025
Q1 		$193K Buy
+588
New +$177K 0.06% 104
2024
Q4 		– Sell
-588
Closed -$204K – 105
2024
Q3 		$204K Buy
+588
New +$202K 0.07% 101
2024
Q2 		– Sell
-588
Closed -$214K – 100
2024
Q1 		$214K Buy
+588
New +$194K 0.08% 101
2023
Q1 		– Sell
-3,966
Closed -$1.31M – 92
2022
Q4 		$1.31M Buy
3,966
+632
+19% +$200K 0.61% 30
2022
Q3 		$925K Buy
+3,334
New +$938K 0.46% 39

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return