WIA
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Wealthstreet Investment Advisors’s Cigna CI Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$17K Hold
70
– – 0.46% 43
2021
Q4 		$16K Hold
70
– – 0.39% 46
2021
Q3 		$14K Sell
70
-630
-90% -$137K 0.39% 46
2021
Q2 		$166K Sell
700
-26,089
-97% -$6.52M 0.86% 36
2021
Q1 		$6.48M Buy
26,789
+431
+2% +$96.1K 0.63% 38
2020
Q4 		$5.49M Sell
26,358
-975
-4% -$191K 0.56% 45
2020
Q3 		$4.63M Buy
27,333
+1,775
+7% +$312K 0.52% 48
2020
Q2 		$4.8M Buy
25,558
+54
+0.2% +$10.2K 0.59% 43
2020
Q1 		$4.52M Sell
25,504
-2,610
-9% -$506K 0.67% 40
2019
Q4 		$5.75M Sell
28,114
-185
-0.7% -$33.9K 0.67% 39
2019
Q3 		$5.04M Sell
28,299
-2,654
-9% -$432K 0.64% 43
2019
Q2 		$4.88M Buy
30,953
+2,141
+7% +$336K 0.63% 44
2019
Q1 		$4.63M Buy
28,812
+3,982
+16% +$727K 0.61% 47
2018
Q4 		$4.84M Buy
24,830
+8,945
+56% +$1.87M 0.68% 40
2018
Q3 		$3.31M Hold
15,885
– – 0.41% 65
2018
Q2 		$2.7M Buy
15,885
+1,800
+13% +$312K 0.36% 72
2018
Q1 		$2.36M Buy
14,085
+1,560
+12% +$303K 0.3% 84
2017
Q4 		$2.54M Buy
+12,525
New +$2.49M 0.31% 82

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return