Alteri Wealth’s Cigna CI Stock Holding History

Alteri Wealth’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
2025 Q3	–	Sell	-871	Closed	-$288K	–	284
2025 Q2	$288K	Buy	871 +66	+8%	+$21.3K	0.11%	205
2025 Q1	$265K	Sell	805 -35	-4%	-$10.5K	0.12%	201
2024 Q4	$232K	Buy	+840	New	+$268K	0.06%	219

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alteri Wealth's CI Position: Q3 2025 in Review

Alteri Wealth sold out of Cigna (CI) in Q3 2025, closing a stake of 871 shares — an estimated $288K sold.

Alteri Wealth first reported a position in CI in Q4 2024 and held it in 3 quarters. The position peaked at $288K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Alteri Wealth reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Alteri Wealth sold 871 Cigna shares in Q3 2025, an estimated $288K.
Alteri Wealth first reported a position in Cigna in Q4 2024 and held it in 3 quarters.
Alteri Wealth's Cigna position peaked at $288K in Q2 2025.
1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Alteri Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.