9258 Wealth Management’s Cigna CI Stock Holding History

9258 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 Q3	$1.94M	Buy	5,599 +34	+0.6%	+$11.7K	0.29%	70
2024 Q2	$1.84M	Buy	5,565 +40	+0.7%	+$13.8K	0.28%	71
2024 Q1	$2.01M	Buy	5,525 +167	+3%	+$55K	0.31%	66
2023 Q4	$1.6M	Sell	5,358 -156	-3%	-$45.6K	0.28%	73
2023 Q3	$1.58M	Buy	5,514 +314	+6%	+$89.5K	0.31%	65
2023 Q2	$1.46M	Sell	5,200 -74	-1%	-$19.3K	0.27%	73
2023 Q1	$1.35M	Buy	5,274 +1	+0%	+$291	0.27%	76
2022 Q4	$1.75M	Buy	5,273 +458	+10%	+$145K	0.38%	61
2022 Q3	$1.34M	Hold	4,815	–	–	0.34%	67
2022 Q2	$1.27M	Sell	4,815 -2	-0%	-$515	0.33%	76
2022 Q1	$1.15M	Hold	4,817	–	–	0.27%	83
2021 Q4	$1.11M	Buy	4,817 +29	+0.6%	+$6.16K	0.25%	89
2021 Q3	$958K	Hold	4,788	–	–	0.26%	94
2021 Q2	$1.14M	Hold	4,788	–	–	0.31%	71
2021 Q1	$1.16M	Sell	4,788 -210	-4%	-$46.8K	0.35%	64
2020 Q4	$1.04M	Hold	4,998	–	–	0.34%	66
2020 Q3	$835K	Buy	4,998 +2	+0%	+$352	0.32%	76
2020 Q2	$937K	Hold	4,996	–	–	0.38%	69
2020 Q1	$963K	Sell	4,996 -6	-0.1%	-$1.16K	0.42%	57
2019 Q4	$1.02M	Buy	+5,002	New	+$917K	0.38%	70

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

9258 Wealth Management's CI Position: Q3 2024 in Review

9258 Wealth Management increased its Cigna (CI) stake by 0.61% in Q3 2024, buying an estimated $11.7K and bringing the position to 5,599 shares worth $1.94M. The position accounts for 0.29% of the portfolio, ranked #70.

9258 Wealth Management first reported a position in CI in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.01M in Q1 2024. 1,703 funds tracked by Wall St. Rank hold CI as of Q3 2024.

9258 Wealth Management held 5,599 shares of Cigna worth $1.94M as of Q3 2024.
9258 Wealth Management bought 34 Cigna shares in Q3 2024, an estimated $11.7K.
Cigna made up 0.29% of 9258 Wealth Management's portfolio in Q3 2024, its #70 holding.
9258 Wealth Management first reported a position in Cigna in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's Cigna position peaked at $2.01M in Q1 2024.
1,703 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.