Clear Perspectives Financial Planning’s Cigna CI Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$3.83K	Hold	15	–	–	﹤0.01%	165
2022 Q4	$4.97K	Hold	15	–	–	﹤0.01%	176
2022 Q3	$4K	Hold	15	–	–	﹤0.01%	172
2022 Q2	$4K	Hold	15	–	–	﹤0.01%	181
2022 Q1	$4K	Hold	15	–	–	﹤0.01%	188
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	203
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	190
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	182
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	169
2020 Q4	$3K	Buy	+15	New	+$2.94K	﹤0.01%	167

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's CI Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Cigna (CI) position steady in Q1 2023 at 15 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Clear Perspectives Financial Planning first reported a position in CI in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.97K in Q4 2022. 1,484 funds tracked by Wall St. Rank hold CI as of Q1 2023.

Clear Perspectives Financial Planning held 15 shares of Cigna worth $3.83K as of Q1 2023.
Clear Perspectives Financial Planning left its Cigna share count unchanged in Q1 2023.
Cigna made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #165 holding.
Clear Perspectives Financial Planning first reported a position in Cigna in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Cigna position peaked at $4.97K in Q4 2022.
1,484 funds tracked by Wall St. Rank held Cigna as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.