AWM
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Alterna Wealth Management’s Cigna CI Stock Holding History

Alterna 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
2025
Q2 		– Sell
-741
Closed -$244K – 109
2025
Q1 		$244K Sell
741
-11
-1% -$3.31K 0.18% 89
2024
Q4 		$208K Sell
752
-45
-6% -$14.3K 0.18% 96
2024
Q3 		$276K Sell
797
-9
-1% -$3.1K 0.25% 76
2024
Q2 		$266K Buy
+806
New +$278K 0.23% 90
2019
Q4 		– Sell
-1,389
Closed -$211K – 117
2019
Q3 		$211K Buy
+1,389
New +$226K 0.25% 104
2019
Q1 		– Sell
-2,315
Closed -$388K – 149
2018
Q4 		$388K Buy
+2,315
New +$483K 0.06% 211

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alterna Wealth Management's CI Position: Q2 2025 in Review

Alterna Wealth Management sold out of Cigna (CI) in Q2 2025, closing a stake of 741 shares — an estimated $244K sold.

Alterna Wealth Management first reported a position in CI in Q4 2018 and held it in 6 quarters. The position peaked at $388K in Q4 2018. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Alterna Wealth Management reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 741 Cigna shares in Q2 2025, an estimated $244K.
  • Alterna Wealth Management first reported a position in Cigna in Q4 2018 and held it in 6 quarters.
  • Alterna Wealth Management's Cigna position peaked at $388K in Q4 2018.
  • 1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.