CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s Cigna CI Stock Holding History

CastleKeep Investment 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
2024
Q4 		– Sell
-2,785
Closed -$965K – 87
2024
Q3 		$965K Buy
2,785
+34
+1% +$11.7K 0.66% 69
2024
Q2 		$909K Buy
+2,751
New +$949K 0.7% 57

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Massachusetts Financial Services
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
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Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CastleKeep Investment Advisors's CI Position: Q4 2024 in Review

CastleKeep Investment Advisors sold out of Cigna (CI) in Q4 2024, closing a stake of 2,785 shares — an estimated $965K sold.

CastleKeep Investment Advisors first reported a position in CI in Q2 2024 and held it in 2 quarters. The position peaked at $965K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • CastleKeep Investment Advisors reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 2,785 Cigna shares in Q4 2024, an estimated $965K.
  • CastleKeep Investment Advisors first reported a position in Cigna in Q2 2024 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Cigna position peaked at $965K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.