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Avantax Planning Partners’s Cigna CI Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-1,045
Closed -$345K – 441
2025
Q2 		$345K Hold
1,045
– – 0.01% 326
2025
Q1 		$344K Buy
1,045
+42
+4% +$12.7K 0.01% 313
2024
Q4 		$277K Buy
1,003
+5
+0.5% +$1.59K 0.01% 345
2024
Q3 		$346K Sell
998
-54
-5% -$18.6K 0.01% 309
2024
Q2 		$348K Buy
1,052
+14
+1% +$4.83K 0.01% 336
2024
Q1 		$377K Buy
+1,038
New +$342K 0.01% 332
2019
Q1 		– Sell
-39
Closed -$7K – 296
2018
Q4 		$7K Sell
39
-43
-52% -$8.97K ﹤0.01% 273
2018
Q3 		$17K Buy
+82
New +$15.2K ﹤0.01% 739
2018
Q2 		– Sell
-162
Closed -$27K – 450
2018
Q1 		$27K Buy
+162
New +$31.5K ﹤0.01% 672

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners's CI Position: Q3 2025 in Review

Avantax Planning Partners sold out of Cigna (CI) in Q3 2025, closing a stake of 1,045 shares — an estimated $345K sold.

Avantax Planning Partners first reported a position in CI in Q1 2018 and held it in 9 quarters. The position peaked at $377K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Avantax Planning Partners reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 1,045 Cigna shares in Q3 2025, an estimated $345K.
  • Avantax Planning Partners first reported a position in Cigna in Q1 2018 and held it in 9 quarters.
  • Avantax Planning Partners's Cigna position peaked at $377K in Q1 2024.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.