AllSquare Wealth Management’s Cigna CI Stock Holding History

AllSquare 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
2021 Q4	–	Sell	-9	Closed	-$2K	–	493
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	450
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	466
2021 Q1	$2K	Hold	9	–	–	﹤0.01%	456
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	424
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	422
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	422
2020 Q1	$2K	Hold	9	–	–	﹤0.01%	399
2019 Q4	$2K	Sell	9 -42	-82%	-$7.7K	﹤0.01%	414
2019 Q3	$8K	Hold	51	–	–	0.01%	341
2019 Q2	$8K	Hold	51	–	–	0.01%	351
2019 Q1	$8K	Hold	51	–	–	0.01%	350
2018 Q4	$10K	Buy	51 +9	+21%	+$1.88K	0.01%	308
2018 Q3	$9K	Hold	42	–	–	0.01%	346
2018 Q2	$7K	Buy	+42	New	+$7.27K	0.01%	365
2016 Q2	–	Sell	-143	Closed	-$18.9K	–	304
2016 Q1	$20K	Sell	143 -36	-20%	-$4.94K	0.02%	169
2015 Q4	$26K	Buy	179 +2	+1%	+$275	0.03%	152
2015 Q3	$24K	Hold	177	–	–	0.02%	156
2015 Q2	$29K	Hold	177	–	–	0.03%	150
2015 Q1	$23K	Buy	177 +8	+5%	+$930	0.02%	162
2014 Q4	$17K	Buy	+169	New	+$16.7K	0.02%	188

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllSquare Wealth Management's CI Position: Q4 2021 in Review

AllSquare Wealth Management sold out of Cigna (CI) in Q4 2021, closing a stake of 9 shares — an estimated $2K sold.

AllSquare Wealth Management first reported a position in CI in Q4 2014 and held it in 20 quarters. The position peaked at $29K in Q2 2015. 1,332 funds tracked by Wall St. Rank hold CI as of Q4 2021.

AllSquare Wealth Management reported no remaining Cigna position as of Q4 2021 after selling out during the quarter.
AllSquare Wealth Management sold 9 Cigna shares in Q4 2021, an estimated $2K.
AllSquare Wealth Management first reported a position in Cigna in Q4 2014 and held it in 20 quarters.
AllSquare Wealth Management's Cigna position peaked at $29K in Q2 2015.
1,332 funds tracked by Wall St. Rank held Cigna as of Q4 2021.

Based on AllSquare Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.