Fairhaven Wealth Management’s Cigna CI Stock Holding History

Fairhaven 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
2024 Q4	–	Sell	-610	Closed	-$211K	–	117
2024 Q3	$211K	Hold	610	–	–	0.06%	114
2024 Q2	$202K	Hold	610	–	–	0.07%	110
2024 Q1	$221K	Buy	+610	New	+$201K	0.08%	110
2022 Q4	$253K	Sell	764 -364	-32%	-$115K	0.11%	85
2022 Q3	$313K	Buy	1,128 +14	+1%	+$3.94K	0.14%	69
2022 Q2	$294K	Sell	1,114 -100	-8%	-$25.8K	0.14%	73
2022 Q1	$291K	Hold	1,214	–	–	0.12%	81
2021 Q4	$279K	Hold	1,214	–	–	0.11%	84
2021 Q3	$243K	Hold	1,214	–	–	0.1%	91
2021 Q2	$288K	Hold	1,214	–	–	0.11%	85
2021 Q1	$293K	Sell	1,214 -78	-6%	-$17.4K	0.12%	84
2020 Q4	$269K	Sell	1,292 -67	-5%	-$13.1K	0.12%	91
2020 Q3	$230K	Sell	1,359 -104	-7%	-$18.3K	0.14%	78
2020 Q2	$275K	Buy	+1,463	New	+$278K	0.18%	65
2019 Q1	–	Sell	-1,743	Closed	-$331K	–	82
2018 Q4	$331K	Buy	+1,743	New	+$364K	0.33%	43

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fairhaven Wealth Management's CI Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Cigna (CI) in Q4 2024, closing a stake of 610 shares — an estimated $211K sold.

Fairhaven Wealth Management first reported a position in CI in Q4 2018 and held it in 15 quarters. The position peaked at $331K in Q4 2018. 1,647 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Fairhaven Wealth Management reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
Fairhaven Wealth Management sold 610 Cigna shares in Q4 2024, an estimated $211K.
Fairhaven Wealth Management first reported a position in Cigna in Q4 2018 and held it in 15 quarters.
Fairhaven Wealth Management's Cigna position peaked at $331K in Q4 2018.
1,647 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.