PrairieView Partners’s Cigna CI Stock Holding History

PrairieView Partners’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
2023 Q4	–	Sell	-32	Closed	-$9K	–	370
2023 Q3	$9K	Sell	32 -15	-32%	-$4.28K	﹤0.01%	289
2023 Q2	$13K	Sell	47 -65	-58%	-$16.9K	﹤0.01%	299
2023 Q1	$28K	Hold	112	–	–	﹤0.01%	227
2022 Q4	$37K	Hold	112	–	–	0.01%	215
2022 Q3	$31K	Hold	112	–	–	0.01%	217
2022 Q2	$30K	Hold	112	–	–	﹤0.01%	228
2022 Q1	$27K	Buy	112 +15	+15%	+$3.51K	﹤0.01%	253
2021 Q4	$22K	Hold	97	–	–	﹤0.01%	278
2021 Q3	$19K	Hold	97	–	–	﹤0.01%	234
2021 Q2	$23K	Hold	97	–	–	﹤0.01%	215
2021 Q1	$23K	Hold	97	–	–	﹤0.01%	213
2020 Q4	$20K	Hold	97	–	–	﹤0.01%	205
2020 Q3	$16K	Hold	97	–	–	﹤0.01%	210
2020 Q2	$18K	Hold	97	–	–	﹤0.01%	197
2020 Q1	$17K	Buy	+97	New	+$18.8K	﹤0.01%	189

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return