Curi Wealth Management’s Cigna CI Stock Holding History

Curi 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
2022 Q3	–	Sell	-24	Closed	-$6K	–	282
2022 Q2	$6K	Buy	24 +18	+300%	+$4.64K	﹤0.01%	430
2022 Q1	$1K	Buy	6 +1	+20%	+$234	﹤0.01%	473
2021 Q4	$1K	Buy	+5	New	+$1.06K	﹤0.01%	436
2021 Q1	–	Sell	-3	Closed	–	–	166
2020 Q4	$0	Buy	+3	New	+$588	﹤0.01%	405

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's CI Position: Q3 2022 in Review

Curi Wealth Management sold out of Cigna (CI) in Q3 2022, closing a stake of 24 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in CI in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 1,482 funds tracked by Wall St. Rank hold CI as of Q3 2022.

Curi Wealth Management reported no remaining Cigna position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 24 Cigna shares in Q3 2022, an estimated $6K.
Curi Wealth Management first reported a position in Cigna in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Cigna position peaked at $6K in Q2 2022.
1,482 funds tracked by Wall St. Rank held Cigna as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.