BDO Wealth Advisors’s Cigna CI Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$53.4K	Buy	190 +90	+90%	+$23.4K	0.01%	423
2023 Q1	$25.5K	Sell	100 -15	-13%	-$4.37K	﹤0.01%	542
2022 Q4	$38K	Sell	115 -45	-28%	-$14.2K	﹤0.01%	460
2022 Q3	$44K	Buy	160 +97	+154%	+$27.3K	0.01%	423
2022 Q2	$17K	Hold	63	–	–	﹤0.01%	584
2022 Q1	$15K	Hold	63	–	–	﹤0.01%	646
2021 Q4	$14K	Buy	63 +30	+91%	+$6.38K	﹤0.01%	682
2021 Q3	$7K	Sell	33 -32	-49%	-$6.96K	﹤0.01%	775
2021 Q2	$15K	Hold	65	–	–	﹤0.01%	685
2021 Q1	$16K	Buy	+65	New	+$14.5K	﹤0.01%	646
2020 Q3	–	Sell	-120	Closed	-$23K	–	875
2020 Q2	$23K	Hold	120	–	–	﹤0.01%	409
2020 Q1	$21K	Hold	120	–	–	﹤0.01%	443
2019 Q4	$25K	Sell	120 -2,745	-96%	-$503K	0.01%	368
2019 Q3	$435K	Hold	2,865	–	–	0.11%	122
2019 Q2	$451K	Buy	2,865 +2,500	+685%	+$392K	0.12%	117
2019 Q1	$59K	Sell	365 -73	-17%	-$13.3K	0.02%	262
2018 Q4	$83K	Buy	+438	New	+$91.4K	0.03%	219

Other funds holding CI

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

BDO Wealth Advisors's CI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Cigna (CI) stake by 90% in Q2 2023, buying an estimated $23.4K and bringing the position to 190 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #423.

BDO Wealth Advisors first reported a position in CI in Q4 2018 and has held it in 17 quarters since. The position peaked at $451K in Q2 2019. 1,489 funds tracked by Wall St. Rank hold CI as of Q2 2023.

BDO Wealth Advisors held 190 shares of Cigna worth $53.4K as of Q2 2023.
BDO Wealth Advisors bought 90 Cigna shares in Q2 2023, an estimated $23.4K.
Cigna made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #423 holding.
BDO Wealth Advisors first reported a position in Cigna in Q4 2018 and has held it in 17 quarters since.
BDO Wealth Advisors's Cigna position peaked at $451K in Q2 2019.
1,489 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.