Buckley Wealth Management’s Cigna CI Stock Holding History

Buckley 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
2023 Q3	–	Sell	-788	Closed	-$221K	–	106
2023 Q2	$221K	Buy	+788	New	+$205K	0.08%	123
2022 Q3	–	Sell	-980	Closed	-$258K	–	119
2022 Q2	$258K	Sell	980 -16	-2%	-$4.12K	0.08%	123
2022 Q1	$239K	Buy	+996	New	+$233K	0.06%	138

Other funds holding CI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Buckley Wealth Management's CI Position: Q3 2023 in Review

Buckley Wealth Management sold out of Cigna (CI) in Q3 2023, closing a stake of 788 shares — an estimated $221K sold.

Buckley Wealth Management first reported a position in CI in Q1 2022 and held it in 3 quarters. The position peaked at $258K in Q2 2022. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

Buckley Wealth Management reported no remaining Cigna position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 788 Cigna shares in Q3 2023, an estimated $221K.
Buckley Wealth Management first reported a position in Cigna in Q1 2022 and held it in 3 quarters.
Buckley Wealth Management's Cigna position peaked at $258K in Q2 2022.
1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.