Baldwin Wealth Partners’s Cigna CI Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-55	Closed	-$19.1K	–	370
2024 Q3	$19.1K	Buy	55 +50	+1,000%	+$17.2K	﹤0.01%	705
2024 Q2	$1.65K	Buy	+5	New	+$1.72K	﹤0.01%	675
2023 Q4	–	Sell	-150	Closed	-$42.9K	–	734
2023 Q3	$42.9K	Sell	150 -5	-3%	-$1.43K	﹤0.01%	418
2023 Q2	$43.5K	Hold	155	–	–	﹤0.01%	430
2023 Q1	$39.6K	Hold	155	–	–	﹤0.01%	443
2022 Q4	$51.4K	Buy	+155	New	+$49K	﹤0.01%	415
2021 Q1	–	Sell	-100	Closed	-$21K	–	623
2020 Q4	$21K	Sell	100 -210	-68%	-$41.2K	﹤0.01%	400
2020 Q3	$53K	Hold	310	–	–	0.01%	290
2020 Q2	$58K	Sell	310 -194	-38%	-$36.8K	0.01%	273
2020 Q1	$89K	Buy	504 +194	+63%	+$37.6K	0.02%	210
2019 Q4	$63K	Hold	310	–	–	0.01%	291
2019 Q3	$47K	Hold	310	–	–	0.01%	316
2019 Q2	$49K	Hold	310	–	–	0.01%	310
2019 Q1	$50K	Buy	+310	New	+$56.6K	0.01%	297

Other funds holding CI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baldwin Wealth Partners's CI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Cigna (CI) in Q4 2024, closing a stake of 55 shares — an estimated $19.1K sold.

Baldwin Wealth Partners first reported a position in CI in Q1 2019 and held it in 14 quarters. The position peaked at $89K in Q1 2020. 1,651 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Baldwin Wealth Partners reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 55 Cigna shares in Q4 2024, an estimated $19.1K.
Baldwin Wealth Partners first reported a position in Cigna in Q1 2019 and held it in 14 quarters.
Baldwin Wealth Partners's Cigna position peaked at $89K in Q1 2020.
1,651 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.