DWA
CI icon

Delos Wealth Advisors’s Cigna CI Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-11
Closed -$3.64K – 222
2024
Q2 		$3.64K Hold
11
– – ﹤0.01% 176
2024
Q1 		$4K Buy
11
+3
+38% +$988 ﹤0.01% 170
2023
Q4 		$2.4K Hold
8
– – ﹤0.01% 133
2023
Q3 		$2.21K Hold
8
– – ﹤0.01% 176
2023
Q2 		$2.25K Hold
8
– – ﹤0.01% 174
2023
Q1 		$2.04K Hold
8
– – ﹤0.01% 190
2022
Q4 		$2.65K Hold
8
– – ﹤0.01% 192
2022
Q3 		$2K Buy
+8
New +$2.25K ﹤0.01% 192
2022
Q1 		– Sell
-64
Closed -$15K – 288
2021
Q4 		$15K Buy
+64
New +$13.6K 0.01% 158

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Delos Wealth Advisors's CI Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Cigna (CI) in Q3 2024, closing a stake of 11 shares — an estimated $3.64K sold.

Delos Wealth Advisors first reported a position in CI in Q4 2021 and held it in 9 quarters. The position peaked at $15K in Q4 2021. 1,706 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 11 Cigna shares in Q3 2024, an estimated $3.64K.
  • Delos Wealth Advisors first reported a position in Cigna in Q4 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's Cigna position peaked at $15K in Q4 2021.
  • 1,706 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.