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TRUE Private Wealth Advisors’s Cigna CI Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-217
Closed -$45K – 307
2020
Q4 		$45K Hold
217
– – 0.01% 358
2020
Q3 		$36K Hold
217
– – 0.01% 362
2020
Q2 		$40K Sell
217
-21
-9% -$3.98K 0.01% 340
2020
Q1 		$42K Sell
238
-19
-7% -$3.69K 0.01% 305
2019
Q4 		$52K Buy
+257
New +$47.1K 0.01% 365
2019
Q3 		– Sell
-257
Closed -$40K – 302
2019
Q2 		$40K Buy
+257
New +$40.3K 0.01% 372
2018
Q4 		– Sell
-180
Closed -$37.5K – 352
2018
Q3 		$37.5K Buy
+180
New +$33.4K 0.01% 502

Other funds holding CI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return