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Arete Wealth Advisors’s Cigna CI Stock Holding History

Arete 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
2025
Q4 		– Sell
-3,167
Closed -$909K – 424
2025
Q3 		$909K Buy
3,167
+319
+11% +$94.4K 0.06% 296
2025
Q2 		$941K Buy
+2,848
New +$918K 0.07% 265
2024
Q4 		– Sell
-647
Closed -$224K – 753
2024
Q3 		$224K Sell
647
-108
-14% -$37.2K 0.02% 618
2024
Q2 		$250K Buy
+755
New +$260K 0.02% 580
2024
Q1 		– Sell
-915
Closed -$274K – 437
2023
Q4 		$274K Sell
915
-33
-3% -$9.64K 0.02% 580
2023
Q3 		$271K Buy
948
+48
+5% +$13.7K 0.05% 365
2023
Q2 		$252K Sell
900
-143
-14% -$37.2K 0.02% 538
2023
Q1 		$266K Buy
1,043
+209
+25% +$60.9K 0.02% 505
2022
Q4 		$276K Sell
834
-20
-2% -$6.33K 0.02% 476
2022
Q3 		$237K Buy
854
+61
+8% +$17.2K 0.02% 476
2022
Q2 		$209K Sell
793
-613
-44% -$158K 0.02% 421
2022
Q1 		$337K Sell
1,406
-23
-2% -$5.38K 0.03% 356
2021
Q4 		$333K Buy
1,429
+1
+0.1% +$213 0.03% 368
2021
Q3 		$288K Sell
1,428
-2
-0.1% -$435 0.03% 335
2021
Q2 		$220K Sell
1,430
-33
-2% -$8.24K 0.03% 318
2021
Q1 		$354K Buy
1,463
+5
+0.3% +$1.11K 0.05% 295
2020
Q4 		$298K Buy
1,458
+68
+5% +$13.3K 0.04% 312
2020
Q3 		$234K Sell
1,390
-42
-3% -$7.39K 0.04% 328
2020
Q2 		$269K Buy
1,432
+243
+20% +$46.1K 0.05% 308
2020
Q1 		$206K Sell
1,189
-39
-3% -$7.57K 0.04% 302
2019
Q4 		$251K Buy
+1,228
New +$225K 0.04% 329
2019
Q1 		– Sell
-1,318
Closed -$250K – 389
2018
Q4 		$250K Buy
+1,318
New +$275K 0.06% 299

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's CI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Cigna (CI) in Q4 2025, closing a stake of 3,167 shares — an estimated $909K sold.

Arete Wealth Advisors first reported a position in CI in Q4 2018 and held it in 22 quarters. The position peaked at $941K in Q2 2025. 1,658 funds tracked by Wall St. Rank hold CI as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Cigna position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,167 Cigna shares in Q4 2025, an estimated $909K.
  • Arete Wealth Advisors first reported a position in Cigna in Q4 2018 and held it in 22 quarters.
  • Arete Wealth Advisors's Cigna position peaked at $941K in Q2 2025.
  • 1,658 funds tracked by Wall St. Rank held Cigna as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.