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Cypress Point Wealth Management’s Cigna CI Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-150
Closed -$30K – 49
2021
Q3 		$30K Hold
150
– – 0.02% 73
2021
Q2 		$36K Hold
150
– – 0.03% 74
2021
Q1 		$36K Hold
150
– – 0.04% 47
2020
Q4 		$31K Buy
+150
New +$29.4K 0.05% 116

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Point Wealth Management's CI Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Cigna (CI) in Q4 2021, closing a stake of 150 shares — an estimated $30K sold.

Cypress Point Wealth Management first reported a position in CI in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 1,332 funds tracked by Wall St. Rank hold CI as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Cigna position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 150 Cigna shares in Q4 2021, an estimated $30K.
  • Cypress Point Wealth Management first reported a position in Cigna in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Cigna position peaked at $36K in Q2 2021.
  • 1,332 funds tracked by Wall St. Rank held Cigna as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.