Amplius Wealth Advisors’s Cigna CI Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-366	Closed	-$84K	–	290
2021 Q4	$84K	Buy	+366	New	+$77.8K	0.01%	263

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's CI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Cigna (CI) in Q1 2022, closing a stake of 366 shares — an estimated $84K sold.

Amplius Wealth Advisors first reported a position in CI in Q4 2021 and held it in 1 quarter. The position peaked at $84K in Q4 2021. 1,375 funds tracked by Wall St. Rank hold CI as of Q1 2022.

Amplius Wealth Advisors reported no remaining Cigna position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 366 Cigna shares in Q1 2022, an estimated $84K.
Amplius Wealth Advisors first reported a position in Cigna in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Cigna position peaked at $84K in Q4 2021.
1,375 funds tracked by Wall St. Rank held Cigna as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.