Compass Ion Advisors’s Cigna CI Stock Holding History

Compass Ion 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
2021 Q3	–	Sell	-1,206	Closed	-$286K	–	92
2021 Q2	$286K	Buy	+1,206	New	+$301K	0.11%	66

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Compass Ion Advisors's CI Position: Q3 2021 in Review

Compass Ion Advisors sold out of Cigna (CI) in Q3 2021, closing a stake of 1,206 shares — an estimated $286K sold.

Compass Ion Advisors first reported a position in CI in Q2 2021 and held it in 1 quarter. The position peaked at $286K in Q2 2021. 1,247 funds tracked by Wall St. Rank hold CI as of Q3 2021.

Compass Ion Advisors reported no remaining Cigna position as of Q3 2021 after selling out during the quarter.
Compass Ion Advisors sold 1,206 Cigna shares in Q3 2021, an estimated $286K.
Compass Ion Advisors first reported a position in Cigna in Q2 2021 and held it in 1 quarter.
Compass Ion Advisors's Cigna position peaked at $286K in Q2 2021.
1,247 funds tracked by Wall St. Rank held Cigna as of Q3 2021.

Based on Compass Ion Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.