CarsonAllaria Wealth Management’s Cigna CI Stock Holding History

CarsonAllaria 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
2025 Q3	–	Sell	-93	Closed	-$30.9K	–	124
2025 Q2	$30.9K	Hold	93	–	–	0.02%	163
2025 Q1	$30.7K	Hold	93	–	–	0.02%	163
2024 Q4	$25.7K	Hold	93	–	–	0.01%	175
2024 Q3	$32.2K	Buy	93 +1	+1%	+$344	0.02%	162
2024 Q2	$30.7K	Sell	92 -56	-38%	-$19.3K	0.02%	151
2024 Q1	$53.8K	Buy	148 +1	+0.7%	+$329	0.03%	127
2023 Q4	$44.2K	Hold	147	–	–	0.03%	122
2023 Q3	$42.1K	Buy	147 +1	+0.7%	+$285	0.03%	119
2023 Q2	$41.1K	Buy	146 +1	+0.7%	+$260	0.03%	119
2023 Q1	$37.3K	Hold	145	–	–	0.03%	123
2022 Q4	$48K	Hold	145	–	–	0.04%	110
2022 Q3	$40K	Buy	145 +1	+0.7%	+$281	0.04%	112
2022 Q2	$38K	Hold	144	–	–	0.04%	115
2022 Q1	$34K	Buy	144 +2	+1%	+$468	0.03%	128
2021 Q4	$33K	Buy	+142	New	+$30.2K	0.03%	140

Other funds holding CI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CarsonAllaria Wealth Management's CI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Cigna (CI) in Q3 2025, closing a stake of 93 shares — an estimated $30.9K sold.

CarsonAllaria Wealth Management first reported a position in CI in Q4 2021 and held it in 15 quarters. The position peaked at $53.8K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 93 Cigna shares in Q3 2025, an estimated $30.9K.
CarsonAllaria Wealth Management first reported a position in Cigna in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Cigna position peaked at $53.8K in Q1 2024.
1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.