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Altium Wealth Management’s Cigna CI Stock Holding History

Altium 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
2022
Q2 		$1.56M Buy
5,931
+1,629
+38% +$420K 0.11% 109
2022
Q1 		$1.03M Buy
4,302
+954
+28% +$223K 0.07% 153
2021
Q4 		$769K Buy
3,348
+113
+3% +$24K 0.05% 188
2021
Q3 		$648K Buy
3,235
+87
+3% +$18.9K 0.05% 193
2021
Q2 		$746K Buy
3,148
+198
+7% +$49.5K 0.05% 163
2021
Q1 		$713K Buy
2,950
+326
+12% +$72.7K 0.06% 159
2020
Q4 		$546K Buy
2,624
+45
+2% +$8.83K 0.05% 178
2020
Q3 		$437K Sell
2,579
-105
-4% -$18.5K 0.05% 198
2020
Q2 		$504K Sell
2,684
-254
-9% -$48.2K 0.06% 159
2020
Q1 		$521K Buy
2,938
+491
+20% +$95.2K 0.07% 132
2019
Q4 		$500K Buy
2,447
+191
+8% +$35K 0.06% 170
2019
Q3 		$342K Sell
2,256
-37
-2% -$6.02K 0.05% 201
2019
Q2 		$361K Sell
2,293
-104
-4% -$16.3K 0.05% 196
2019
Q1 		$385K Sell
2,397
-110
-4% -$20.1K 0.06% 187
2018
Q4 		$476K Buy
2,507
+405
+19% +$84.5K 0.09% 149
2018
Q3 		$438K Sell
2,102
-45
-2% -$8.34K 0.08% 167
2018
Q2 		$365K Buy
+2,147
New +$372K 0.1% 152

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's CI Position: Q2 2022 in Review

Altium Wealth Management increased its Cigna (CI) stake by 38% in Q2 2022, buying an estimated $420K and bringing the position to 5,931 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #109.

Altium Wealth Management first reported a position in CI in Q2 2018 and has held it in 17 quarters since. 1,440 funds tracked by Wall St. Rank hold CI as of Q2 2022.

  • Altium Wealth Management held 5,931 shares of Cigna worth $1.56M as of Q2 2022.
  • Altium Wealth Management bought 1,629 Cigna shares in Q2 2022, an estimated $420K.
  • Cigna made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #109 holding.
  • Altium Wealth Management first reported a position in Cigna in Q2 2018 and has held it in 17 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Cigna as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.