Cassia Capital Partners’s Cigna CI Stock Holding History

Cassia Capital Partners’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 Q2	–	Sell	-893	Closed	-$228K	–	62
2023 Q1	$228K	Sell	893 -9	-1%	-$2.62K	0.18%	63
2022 Q4	$299K	Buy	+902	New	+$285K	0.25%	46

Other funds holding CI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Cassia Capital Partners's CI Position: Q2 2023 in Review

Cassia Capital Partners sold out of Cigna (CI) in Q2 2023, closing a stake of 893 shares — an estimated $228K sold.

Cassia Capital Partners first reported a position in CI in Q4 2022 and held it in 2 quarters. The position peaked at $299K in Q4 2022. 1,489 funds tracked by Wall St. Rank hold CI as of Q2 2023.

Cassia Capital Partners reported no remaining Cigna position as of Q2 2023 after selling out during the quarter.
Cassia Capital Partners sold 893 Cigna shares in Q2 2023, an estimated $228K.
Cassia Capital Partners first reported a position in Cigna in Q4 2022 and held it in 2 quarters.
Cassia Capital Partners's Cigna position peaked at $299K in Q4 2022.
1,489 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on Cassia Capital Partners's 13F filing for Q2 2023, filed 20 Jul 2023.