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FirstPurpose Wealth’s Cigna CI Stock Holding History

FirstPurpose Wealth’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
Q1 		$404K Sell
1,128
-170
-13% -$56K 0.15% 128
2023
Q4 		$389K Buy
1,298
+31
+2% +$9.06K 0.15% 125
2023
Q3 		$362K Buy
1,267
+21
+2% +$5.99K 0.16% 113
2023
Q2 		$350K Buy
1,246
+54
+5% +$14.1K 0.15% 115
2023
Q1 		$305K Buy
1,192
+21
+2% +$6.12K 0.15% 124
2022
Q4 		$388K Buy
1,171
+89
+8% +$28.2K 0.22% 90
2022
Q3 		$300K Buy
1,082
+105
+11% +$29.5K 0.2% 92
2022
Q2 		$257K Buy
977
+116
+13% +$29.9K 0.17% 106
2022
Q1 		$206K Buy
+861
New +$202K 0.16% 130

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FirstPurpose Wealth's CI Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Cigna (CI) stake by 13% in Q1 2024, selling an estimated $56K and leaving 1,128 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #128.

FirstPurpose Wealth first reported a position in CI in Q1 2022 and has held it in 9 quarters since. 1,661 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • FirstPurpose Wealth held 1,128 shares of Cigna worth $404K as of Q1 2024.
  • FirstPurpose Wealth sold 170 Cigna shares in Q1 2024, an estimated $56K.
  • Cigna made up 0.15% of FirstPurpose Wealth's portfolio in Q1 2024, its #128 holding.
  • FirstPurpose Wealth first reported a position in Cigna in Q1 2022 and has held it in 9 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.