Tradition Wealth Management’s Cigna CI Stock Holding History

Tradition 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
2024 Q1	–	Sell	-216	Closed	-$65K	–	520
2023 Q4	$65K	Sell	216 -13	-6%	-$3.8K	0.01%	566
2023 Q3	$65K	Sell	229 -3	-1%	-$856	0.01%	541
2023 Q2	$65K	Sell	232 -41	-15%	-$10.7K	0.01%	559
2023 Q1	$70K	Sell	273 -1	-0.4%	-$291	0.01%	529
2022 Q4	$91K	Buy	274 +52	+23%	+$16.5K	0.01%	401
2022 Q3	$62K	Buy	222 +147	+196%	+$41.4K	0.01%	463
2022 Q2	$20K	Buy	75 +1	+1%	+$258	﹤0.01%	644
2022 Q1	$18K	Hold	74	–	–	﹤0.01%	740
2021 Q4	$17K	Hold	74	–	–	﹤0.01%	768
2021 Q3	$15K	Buy	74 +1	+1%	+$217	﹤0.01%	790
2021 Q2	$17K	Hold	73	–	–	﹤0.01%	794
2021 Q1	$18K	Hold	73	–	–	﹤0.01%	647
2020 Q4	$15K	Buy	+73	New	+$14.3K	﹤0.01%	639

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Sanders Capital

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

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

Geode Capital Management

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