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Connectus Wealth’s Cigna CI Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-102,899
Closed -$31M – 389
2023
Q4 		$31M Sell
102,899
-4,383
-4% -$1.28M 0.63% 30
2023
Q3 		$30.8M Sell
107,282
-2,939
-3% -$838K 0.69% 34
2023
Q2 		$31M Buy
110,221
+5,962
+6% +$1.55M 0.71% 33
2023
Q1 		$26.7M Buy
104,259
+73,049
+234% +$21.3M 0.66% 51
2022
Q4 		$10.4M Sell
31,210
-4,401
-12% -$1.39M 0.25% 98
2022
Q3 		$9.9M Buy
35,611
+12,616
+55% +$3.55M 0.21% 124
2022
Q2 		$6.07M Buy
22,995
+13,166
+134% +$3.39M 0.14% 135
2022
Q1 		$2.26M Sell
9,829
-1,721
-15% -$403K 0.07% 158
2021
Q4 		$2.65M Buy
+11,550
New +$2.45M 0.1% 112

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connectus Wealth's CI Position: Q1 2024 in Review

Connectus Wealth sold out of Cigna (CI) in Q1 2024, closing a stake of 102,899 shares — an estimated $31M sold.

Connectus Wealth first reported a position in CI in Q4 2021 and held it in 9 quarters. The position peaked at $31M in Q2 2023. 1,660 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • Connectus Wealth reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 102,899 Cigna shares in Q1 2024, an estimated $31M.
  • Connectus Wealth first reported a position in Cigna in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Cigna position peaked at $31M in Q2 2023.
  • 1,660 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.