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Burt Wealth Advisors’s Cigna CI Stock Holding History

Burt 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
2021
Q1 		– Sell
-211
Closed -$44K – 136
2020
Q4 		$44K Hold
211
– – 0.02% 187
2020
Q3 		$36K Hold
211
– – 0.01% 196
2020
Q2 		$40K Sell
211
-16
-7% -$3.04K 0.02% 188
2020
Q1 		$40K Buy
227
+49
+28% +$9.51K 0.02% 180
2019
Q4 		$36K Buy
178
+18
+11% +$3.3K 0.01% 195
2019
Q3 		$24K Sell
160
-194
-55% -$31.6K 0.01% 218
2019
Q2 		$56K Hold
354
– – 0.02% 160
2019
Q1 		$57K Hold
354
– – 0.03% 167
2018
Q4 		$67K Buy
+354
New +$73.8K 0.03% 151

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Burt Wealth Advisors's CI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Cigna (CI) in Q1 2021, closing a stake of 211 shares — an estimated $44K sold.

Burt Wealth Advisors first reported a position in CI in Q4 2018 and held it in 9 quarters. The position peaked at $67K in Q4 2018. 1,249 funds tracked by Wall St. Rank hold CI as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Cigna position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 211 Cigna shares in Q1 2021, an estimated $44K.
  • Burt Wealth Advisors first reported a position in Cigna in Q4 2018 and held it in 9 quarters.
  • Burt Wealth Advisors's Cigna position peaked at $67K in Q4 2018.
  • 1,249 funds tracked by Wall St. Rank held Cigna as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.