AWM
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Aevitas Wealth Management’s Cigna CI Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-832
Closed -$133K – 140
2019
Q1 		$133K Sell
832
-3
-0.4% -$548 0.12% 125
2018
Q4 		$159K Buy
835
+235
+39% +$49K 0.16% 110
2018
Q3 		$125K Hold
600
– – 0.11% 129
2018
Q2 		$102K Hold
600
– – 0.1% 136
2018
Q1 		$101K Sell
600
-200
-25% -$38.9K 0.1% 132
2017
Q4 		$162K Buy
+800
New +$159K 0.15% 105

Other funds holding CI

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aevitas Wealth Management's CI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Cigna (CI) in Q2 2019, closing a stake of 832 shares — an estimated $133K sold.

Aevitas Wealth Management first reported a position in CI in Q4 2017 and held it in 6 quarters. The position peaked at $162K in Q4 2017. 1,084 funds tracked by Wall St. Rank hold CI as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Cigna position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 832 Cigna shares in Q2 2019, an estimated $133K.
  • Aevitas Wealth Management first reported a position in Cigna in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Cigna position peaked at $162K in Q4 2017.
  • 1,084 funds tracked by Wall St. Rank held Cigna as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.