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Compass Wealth Management’s Cigna CI Stock Holding History

Compass 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
2025
Q2 		– Sell
-244
Closed -$80.3K – 195
2025
Q1 		$80.3K Hold
244
– – 0.02% 210
2024
Q4 		$67.4K Sell
244
-30
-11% -$9.56K 0.02% 221
2024
Q3 		$94.9K Hold
274
– – 0.02% 204
2024
Q2 		$90.6K Buy
274
+12
+5% +$4.14K 0.02% 205
2024
Q1 		$95.2K Hold
262
– – 0.02% 199
2023
Q4 		$78.5K Hold
262
– – 0.02% 206
2023
Q3 		$75K Hold
262
– – 0.02% 199
2023
Q2 		$73.5K Hold
262
– – 0.02% 208
2023
Q1 		$66.9K Hold
262
– – 0.02% 213
2022
Q4 		$86.8K Buy
+262
New +$82.9K 0.03% 192

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Compass Wealth Management's CI Position: Q2 2025 in Review

Compass Wealth Management sold out of Cigna (CI) in Q2 2025, closing a stake of 244 shares — an estimated $80.3K sold.

Compass Wealth Management first reported a position in CI in Q4 2022 and held it in 10 quarters. The position peaked at $95.2K in Q1 2024. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Compass Wealth Management reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 244 Cigna shares in Q2 2025, an estimated $80.3K.
  • Compass Wealth Management first reported a position in Cigna in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Cigna position peaked at $95.2K in Q1 2024.
  • 1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.