Financial Advocates Investment Management’s Cigna CI Stock Holding History

Financial Advocates Investment 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
2022 Q4	–	Sell	-15,631	Closed	-$503K	–	773
2022 Q3	$503K	Buy	+15,631	New	+$4.4M	0.04%	414
2021 Q2	–	Sell	-1,073	Closed	-$260K	–	750
2021 Q1	$260K	Buy	1,073 +2	+0.2%	+$446	0.02%	649
2020 Q4	$223K	Sell	1,071 -309	-22%	-$60.6K	0.02%	652
2020 Q3	$234K	Buy	1,380 +4	+0.3%	+$704	0.02%	539
2020 Q2	$259K	Buy	+1,376	New	+$261K	0.02%	496
2019 Q3	–	Sell	-1,453	Closed	-$229K	–	485
2019 Q2	$229K	Hold	1,453	–	–	0.03%	421
2019 Q1	$234K	Hold	1,453	–	–	0.03%	407
2018 Q4	$276K	Buy	+1,453	New	+$303K	0.04%	351

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's CI Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Cigna (CI) in Q4 2022, closing a stake of 15,631 shares — an estimated $503K sold.

Financial Advocates Investment Management first reported a position in CI in Q4 2018 and held it in 8 quarters. The position peaked at $503K in Q3 2022. 1,559 funds tracked by Wall St. Rank hold CI as of Q4 2022.

Financial Advocates Investment Management reported no remaining Cigna position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 15,631 Cigna shares in Q4 2022, an estimated $503K.
Financial Advocates Investment Management first reported a position in Cigna in Q4 2018 and held it in 8 quarters.
Financial Advocates Investment Management's Cigna position peaked at $503K in Q3 2022.
1,559 funds tracked by Wall St. Rank held Cigna as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.