Financial Synergies Wealth Advisors’s Cigna CI Stock Holding History

Financial Synergies 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 Q2	–	Sell	-32	Closed	-$11.6K	–	137
2024 Q1	$11.6K	Buy	32 +23	+256%	+$7.57K	﹤0.01%	239
2023 Q4	$2.98K	Sell	9 -23	-72%	-$6.72K	﹤0.01%	235
2023 Q3	$9.15K	Buy	32 +23	+256%	+$6.56K	﹤0.01%	241
2023 Q2	$2.53K	Hold	9	–	–	﹤0.01%	285
2023 Q1	$2.3K	Hold	9	–	–	﹤0.01%	295
2022 Q4	$2.98K	Hold	9	–	–	﹤0.01%	235
2022 Q3	$2.5K	Hold	9	–	–	﹤0.01%	213
2022 Q2	$2.37K	Buy	+9	New	+$2.32K	﹤0.01%	224

Other funds holding CI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's CI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Cigna (CI) in Q2 2024, closing a stake of 32 shares — an estimated $11.6K sold.

Financial Synergies Wealth Advisors first reported a position in CI in Q2 2022 and held it in 8 quarters. The position peaked at $11.6K in Q1 2024. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 32 Cigna shares in Q2 2024, an estimated $11.6K.
Financial Synergies Wealth Advisors first reported a position in Cigna in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Cigna position peaked at $11.6K in Q1 2024.
1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.