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Brophy Wealth Management’s Cigna CI Stock Holding History

Brophy 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
Q3 		$869K Buy
+2,507
New +$863K 0.31% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brophy Wealth Management's CI Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Cigna (CI) in Q3 2024: 2,507 shares worth $869K. The stake represents 0.31% of the portfolio and ranks #82 among its holdings.

1,703 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • Brophy Wealth Management held 2,507 shares of Cigna worth $869K as of Q3 2024.
  • Cigna was a new Brophy Wealth Management position in Q3 2024.
  • Cigna made up 0.31% of Brophy Wealth Management's portfolio in Q3 2024, its #82 holding.
  • 1,703 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.