CWC
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Carolinas Wealth Consulting’s Cigna CI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-14
Closed -$4.61K – 159
2025
Q1 		$4.61K Buy
14
+2
+17% +$603 ﹤0.01% 622
2024
Q4 		$3.31K Buy
12
+1
+9% +$319 ﹤0.01% 714
2024
Q3 		$3.81K Buy
11
+3
+38% +$1.03K ﹤0.01% 704
2024
Q2 		$2.65K Hold
8
– – ﹤0.01% 747
2024
Q1 		$2.91K Buy
8
+2
+33% +$658 ﹤0.01% 733
2023
Q4 		$1.8K Buy
6
+4
+200% +$1.17K ﹤0.01% 755
2023
Q3 		$618 Sell
2
-350
-99% -$99.8K ﹤0.01% 906
2023
Q2 		$98.7K Buy
352
+5
+1% +$1.3K 0.02% 259
2023
Q1 		$88.7K Sell
347
-23
-6% -$6.7K 0.02% 280
2022
Q4 		$122K Buy
370
+3
+0.8% +$949 0.03% 233
2022
Q3 		$102K Sell
367
-6
-2% -$1.69K 0.03% 241
2022
Q2 		$98K Buy
373
+1
+0.3% +$258 0.02% 250
2022
Q1 		$89K Buy
372
+2
+0.5% +$468 0.02% 267
2021
Q4 		$85K Buy
370
+1
+0.3% +$213 0.02% 281
2021
Q3 		$74K Sell
369
-58
-14% -$12.6K 0.02% 279
2021
Q2 		$101K Buy
427
+2
+0.5% +$500 0.02% 258
2021
Q1 		$103K Buy
425
+1
+0.2% +$223 0.03% 251
2020
Q4 		$88K Sell
424
-16
-4% -$3.14K 0.02% 246
2020
Q3 		$75K Buy
440
+211
+92% +$37.1K 0.03% 226
2020
Q2 		$43K Buy
+229
New +$43.4K 0.02% 217

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's CI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Cigna (CI) in Q2 2025, closing a stake of 14 shares — an estimated $4.61K sold.

Carolinas Wealth Consulting first reported a position in CI in Q2 2020 and held it in 20 quarters. The position peaked at $122K in Q4 2022. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Cigna shares in Q2 2025, an estimated $4.61K.
  • Carolinas Wealth Consulting first reported a position in Cigna in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Cigna position peaked at $122K in Q4 2022.
  • 1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.