SignalPoint Asset Management’s Cigna CI Stock Holding History

SignalPoint Asset 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
2024 Q4	$241K	Hold	871	–	–	0.06%	225
2024 Q3	$303K	Sell	871 -9	-1%	-$3.1K	0.07%	206
2024 Q2	$291K	Sell	880 -100	-10%	-$34.5K	0.08%	204
2024 Q1	$356K	Buy	980 +11	+1%	+$3.62K	0.1%	174
2023 Q4	$290K	Hold	969	–	–	0.09%	180
2023 Q3	$277K	Buy	969 +181	+23%	+$51.6K	0.09%	180
2023 Q2	$221K	Sell	788 -85	-10%	-$22.1K	0.07%	196
2023 Q1	$223K	Sell	873 -78	-8%	-$22.7K	0.07%	195
2022 Q4	$315K	Sell	951 -7	-0.7%	-$2.21K	0.11%	167
2022 Q3	$265K	Sell	958 -65	-6%	-$18.3K	0.1%	178
2022 Q2	$269K	Hold	1,023	–	–	0.1%	178
2022 Q1	$245K	Sell	1,023 -50	-5%	-$11.7K	0.08%	197
2021 Q4	$246K	Sell	1,073 -67	-6%	-$14.2K	0.08%	203
2021 Q3	$228K	Buy	+1,140	New	+$248K	0.07%	205

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return