Cassady Schiller Wealth Management’s Cigna CI Stock Holding History

Cassady Schiller 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
2024 Q4	$13K	Hold	47	–	–	﹤0.01%	322
2024 Q3	$16.3K	Hold	47	–	–	0.01%	289
2024 Q2	$15.5K	Hold	47	–	–	0.01%	290
2024 Q1	$17.1K	Hold	47	–	–	0.01%	302
2023 Q4	$14.1K	Hold	47	–	–	0.01%	307
2023 Q3	$13.4K	Sell	47 -4	-8%	-$1.14K	0.01%	310
2023 Q2	$14.3K	Hold	51	–	–	0.01%	313
2023 Q1	$13K	Hold	51	–	–	0.01%	305
2022 Q4	$16.9K	Buy	+51	New	+$16.1K	0.01%	280
2022 Q1	–	Sell	-51	Closed	-$12K	–	192
2021 Q4	$12K	Buy	+51	New	+$10.8K	0.01%	303

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cassady Schiller Wealth Management's CI Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Cigna (CI) position steady in Q4 2024 at 47 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Cassady Schiller Wealth Management first reported a position in CI in Q4 2021 and has held it in 10 quarters since. The position peaked at $17.1K in Q1 2024. 1,651 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Cassady Schiller Wealth Management held 47 shares of Cigna worth $13K as of Q4 2024.
Cassady Schiller Wealth Management left its Cigna share count unchanged in Q4 2024.
Cigna made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #322 holding.
Cassady Schiller Wealth Management first reported a position in Cigna in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Cigna position peaked at $17.1K in Q1 2024.
1,651 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.