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Buck Wealth Strategies’s Cigna CI Stock Holding History

Buck Wealth Strategies’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
Q2 		– Sell
-5,184
Closed -$1.88M – 76
2024
Q1 		$1.88M Buy
+5,184
New +$1.71M 0.65% 39
2023
Q3 		– Sell
-265
Closed -$74.4K – 372
2023
Q2 		$74.4K Buy
+265
New +$69K 0.03% 60

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

Buck Wealth Strategies's CI Position: Q2 2024 in Review

Buck Wealth Strategies sold out of Cigna (CI) in Q2 2024, closing a stake of 5,184 shares — an estimated $1.88M sold.

Buck Wealth Strategies first reported a position in CI in Q2 2023 and held it in 2 quarters. The position peaked at $1.88M in Q1 2024. 1,663 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • Buck Wealth Strategies reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 5,184 Cigna shares in Q2 2024, an estimated $1.88M.
  • Buck Wealth Strategies first reported a position in Cigna in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Cigna position peaked at $1.88M in Q1 2024.
  • 1,663 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.