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Core Wealth Advisors (Florida)’s Cigna CI Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-31
Closed -$11.3K – 84
2024
Q1 		$11.3K Hold
31
– – ﹤0.01% 183
2023
Q4 		$9.28K Buy
+31
New +$9.06K ﹤0.01% 189
2023
Q3 		– Sell
-22
Closed -$6.17K – 241
2023
Q2 		$6.17K Hold
22
– – ﹤0.01% 187
2023
Q1 		$5.62K Hold
22
– – ﹤0.01% 191
2022
Q4 		$7.29K Buy
+22
New +$6.96K ﹤0.01% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CI Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Cigna (CI) in Q2 2024, closing a stake of 31 shares — an estimated $11.3K sold.

Core Wealth Advisors (Florida) first reported a position in CI in Q4 2022 and held it in 5 quarters. The position peaked at $11.3K in Q1 2024. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 31 Cigna shares in Q2 2024, an estimated $11.3K.
  • Core Wealth Advisors (Florida) first reported a position in Cigna in Q4 2022 and held it in 5 quarters.
  • Core Wealth Advisors (Florida)'s Cigna position peaked at $11.3K in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.