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Avantra Family Wealth’s Cigna CI Stock Holding History

Avantra Family Wealth’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
-1,399
Closed -$462K – 165
2025
Q2 		$462K Sell
1,399
-86
-6% -$27.7K 0.38% 73
2025
Q1 		$489K Sell
1,485
-23
-2% -$6.93K 0.47% 77
2024
Q4 		$416K Buy
+1,508
New +$481K 0.39% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantra Family Wealth's CI Position: Q3 2025 in Review

Avantra Family Wealth sold out of Cigna (CI) in Q3 2025, closing a stake of 1,399 shares — an estimated $462K sold.

Avantra Family Wealth first reported a position in CI in Q4 2024 and held it in 3 quarters. The position peaked at $489K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Avantra Family Wealth reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 1,399 Cigna shares in Q3 2025, an estimated $462K.
  • Avantra Family Wealth first reported a position in Cigna in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's Cigna position peaked at $489K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.