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Atlas Private Wealth Management’s Cigna CI Stock Holding History

Atlas Private 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
2020
Q3 		– Sell
-28
Closed -$5K – 402
2020
Q2 		$5K Hold
28
– – ﹤0.01% 380
2020
Q1 		$5K Sell
28
-83
-75% -$16.1K ﹤0.01% 363
2019
Q4 		$23K Buy
+111
New +$20.4K 0.02% 276

Other funds holding CI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Atlas Private Wealth Management's CI Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Cigna (CI) in Q3 2020, closing a stake of 28 shares — an estimated $5K sold.

Atlas Private Wealth Management first reported a position in CI in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold CI as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Cigna position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 28 Cigna shares in Q3 2020, an estimated $5K.
  • Atlas Private Wealth Management first reported a position in Cigna in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Cigna position peaked at $23K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Cigna as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.