TCWM
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Total Clarity Wealth Management’s Cigna CI Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-790
Closed -$208K – 336
2022
Q2 		$208K Buy
+790
New +$204K 0.11% 196
2022
Q1 		– Sell
-43
Closed -$10K – 324
2021
Q4 		$10K Hold
43
– – ﹤0.01% 689
2021
Q3 		$9K Buy
+43
New +$9.35K ﹤0.01% 694
2021
Q2 		– Sell
-16
Closed -$4K – 283
2021
Q1 		$4K Buy
+16
New +$3.57K ﹤0.01% 714
2020
Q1 		– Sell
-32
Closed -$7K – 170
2019
Q4 		$7K Buy
+32
New +$5.87K 0.01% 535

Other funds holding CI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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