Avitas Wealth Management’s Cigna CI Stock Holding History

Avitas 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
2024 Q4	$4.57M	Buy	16,556 +1,978	+14%	+$631K	0.63%	39
2024 Q3	$5.05M	Buy	14,578 +116	+0.8%	+$39.9K	0.71%	34
2024 Q2	$4.78M	Sell	14,462 -38	-0.3%	-$13.1K	0.7%	35
2024 Q1	$5.27M	Buy	14,500 +15	+0.1%	+$4.94K	0.8%	36
2023 Q4	$4.34M	Buy	14,485 +266	+2%	+$77.7K	0.73%	37
2023 Q3	$4.07M	Sell	14,219 -2,948	-17%	-$841K	0.77%	32
2023 Q2	$4.82M	Buy	17,167 +3,166	+23%	+$824K	0.87%	30
2023 Q1	$3.58M	Sell	14,001 -140	-1%	-$40.8K	0.7%	41
2022 Q4	$4.69M	Sell	14,141 -123	-0.9%	-$38.9K	0.99%	29
2022 Q3	$3.96M	Buy	14,264 +106	+0.7%	+$29.8K	0.91%	29
2022 Q2	$3.73M	Buy	14,158 +218	+2%	+$56.2K	0.82%	36
2022 Q1	$3.34M	Buy	+13,940	New	+$3.26M	0.6%	53
2019 Q3	–	Sell	-3,335	Closed	-$525K	–	175
2019 Q2	$525K	Buy	+3,335	New	+$523K	0.15%	143

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avitas Wealth Management's CI Position: Q4 2024 in Review

Avitas Wealth Management increased its Cigna (CI) stake by 14% in Q4 2024, buying an estimated $631K and bringing the position to 16,556 shares worth $4.57M. The position accounts for 0.63% of the portfolio, ranked #39.

Avitas Wealth Management first reported a position in CI in Q2 2019 and has held it in 13 quarters since. The position peaked at $5.27M in Q1 2024. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Avitas Wealth Management held 16,556 shares of Cigna worth $4.57M as of Q4 2024.
Avitas Wealth Management bought 1,978 Cigna shares in Q4 2024, an estimated $631K.
Cigna made up 0.63% of Avitas Wealth Management's portfolio in Q4 2024, its #39 holding.
Avitas Wealth Management first reported a position in Cigna in Q2 2019 and has held it in 13 quarters since.
Avitas Wealth Management's Cigna position peaked at $5.27M in Q1 2024.
1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.