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Beverly Hills Private Wealth’s Cigna CI Stock Holding History

Beverly Hills Private 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
2024
Q3 		– Sell
-988
Closed -$327K – 345
2024
Q2 		$327K Hold
988
– – 0.07% 258
2024
Q1 		$359K Hold
988
– – 0.08% 248
2023
Q4 		$296K Buy
988
+17
+2% +$4.97K 0.08% 257
2023
Q3 		$278K Sell
971
-10
-1% -$2.85K 0.08% 236
2023
Q2 		$281K Buy
981
+33
+3% +$8.59K 0.05% 286
2023
Q1 		$242K Buy
+948
New +$276K 0.08% 243

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's CI Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Cigna (CI) in Q3 2024, closing a stake of 988 shares — an estimated $327K sold.

Beverly Hills Private Wealth first reported a position in CI in Q1 2023 and held it in 6 quarters. The position peaked at $359K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 988 Cigna shares in Q3 2024, an estimated $327K.
  • Beverly Hills Private Wealth first reported a position in Cigna in Q1 2023 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Cigna position peaked at $359K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.