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Forvis Mazars Wealth Advisors’s Cigna CI Stock Holding History

Forvis Mazars 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
2025
Q1 		– Sell
-2,357
Closed -$651K – 393
2024
Q4 		$651K Sell
2,357
-216
-8% -$68.9K 0.02% 272
2024
Q3 		$891K Buy
+2,573
New +$886K 0.02% 242
2023
Q3 		– Sell
-2,581
Closed -$724K – 389
2023
Q2 		$724K Sell
2,581
-195
-7% -$50.8K 0.02% 246
2023
Q1 		$709K Buy
+2,776
New +$809K 0.02% 227
2022
Q4 		– Sell
-2,778
Closed -$771K – 389
2022
Q3 		$771K Buy
+2,778
New +$782K 0.03% 216
2019
Q3 		– Sell
-1,667
Closed -$263K – 261
2019
Q2 		$263K Sell
1,667
-35
-2% -$5.49K 0.02% 228
2019
Q1 		$274K Sell
1,702
-119
-7% -$21.7K 0.02% 216
2018
Q4 		$346K Buy
+1,821
New +$380K 0.04% 168
2018
Q1 		– Sell
-1,072
Closed -$218K – 239
2017
Q4 		$218K Sell
1,072
-149
-12% -$29.7K 0.02% 229
2017
Q3 		$228K Sell
1,221
-26
-2% -$4.63K 0.03% 207
2017
Q2 		$209K Buy
+1,247
New +$200K 0.02% 214

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CI Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Cigna (CI) in Q1 2025, closing a stake of 2,357 shares — an estimated $651K sold.

Forvis Mazars Wealth Advisors first reported a position in CI in Q2 2017 and held it in 11 quarters. The position peaked at $891K in Q3 2024. 1,698 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,357 Cigna shares in Q1 2025, an estimated $651K.
  • Forvis Mazars Wealth Advisors first reported a position in Cigna in Q2 2017 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Cigna position peaked at $891K in Q3 2024.
  • 1,698 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.