AAS
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Avantax Advisory Services’s Cigna CI Stock Holding History

Avantax Advisory Services’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 		$3.38M Sell
10,217
-1,524
-13% -$491K 0.02% 579
2025
Q1 		$3.86M Buy
11,741
+1
+0% +$301 0.02% 502
2024
Q4 		$3.24M Buy
11,740
+392
+3% +$125K 0.02% 534
2024
Q3 		$3.93M Sell
11,348
-161
-1% -$55.4K 0.03% 464
2024
Q2 		$3.8M Buy
11,509
+7,897
+219% +$2.72M 0.03% 448
2024
Q1 		$1.31M Buy
3,612
+284
+9% +$93.5K 0.01% 661
2023
Q4 		$997K Buy
3,328
+340
+11% +$99.4K 0.01% 712
2023
Q3 		$855K Buy
2,988
+119
+4% +$33.9K 0.01% 742
2023
Q2 		$805K Buy
2,869
+502
+21% +$131K 0.01% 762
2023
Q1 		$605K Sell
2,367
-568
-19% -$165K 0.01% 832
2022
Q4 		$973K Buy
2,935
+1,068
+57% +$338K 0.01% 650
2022
Q3 		$518K Sell
1,867
-174
-9% -$49K 0.01% 760
2022
Q2 		$538K Buy
2,041
+808
+66% +$208K 0.01% 756
2022
Q1 		$295K Buy
1,233
+27
+2% +$6.32K ﹤0.01% 1010
2021
Q4 		$277K Buy
1,206
+18
+2% +$3.83K ﹤0.01% 1013
2021
Q3 		$238K Sell
1,188
-13
-1% -$2.83K ﹤0.01% 1027
2021
Q2 		$286K Buy
1,201
+50
+4% +$12.5K 0.01% 923
2021
Q1 		$277K Buy
+1,151
New +$257K 0.01% 840
2020
Q4 		– Sell
-1,585
Closed -$263K – 999
2020
Q3 		$263K Buy
+1,585
New +$279K ﹤0.01% 1091

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

Avantax Advisory Services's CI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cigna (CI) stake by 13% in Q2 2025, selling an estimated $491K and leaving 10,217 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #579.

Avantax Advisory Services first reported a position in CI in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.93M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Avantax Advisory Services held 10,217 shares of Cigna worth $3.38M as of Q2 2025.
  • Avantax Advisory Services sold 1,524 Cigna shares in Q2 2025, an estimated $491K.
  • Cigna made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #579 holding.
  • Avantax Advisory Services first reported a position in Cigna in Q3 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Cigna position peaked at $3.93M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.