Delap Wealth Advisory’s Cigna CI Stock Holding History

Delap Wealth Advisory’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	-1,116	Closed	-$405K	–	153
2024 Q1	$405K	Buy	+1,116	New	+$367K	0.16%	97

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

Delap Wealth Advisory's CI Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Cigna (CI) in Q2 2024, closing a stake of 1,116 shares — an estimated $405K sold.

Delap Wealth Advisory first reported a position in CI in Q1 2024 and held it in 1 quarter. The position peaked at $405K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold CI as of Q2 2024.

Delap Wealth Advisory reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,116 Cigna shares in Q2 2024, an estimated $405K.
Delap Wealth Advisory first reported a position in Cigna in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Cigna position peaked at $405K in Q1 2024.
1,663 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.