Cyndeo Wealth Partners’s Cigna CI Stock Holding History

Cyndeo Wealth Partners’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	-603	Closed	-$219K	–	396
2024 Q1	$219K	Buy	+603	New	+$198K	0.02%	362

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cyndeo Wealth Partners's CI Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of Cigna (CI) in Q2 2024, closing a stake of 603 shares — an estimated $219K sold.

Cyndeo Wealth Partners first reported a position in CI in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold CI as of Q2 2024.

Cyndeo Wealth Partners reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 603 Cigna shares in Q2 2024, an estimated $219K.
Cyndeo Wealth Partners first reported a position in Cigna in Q1 2024 and held it in 1 quarter.
Cyndeo Wealth Partners's Cigna position peaked at $219K in Q1 2024.
1,663 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.