Gray Wealth Management’s Cigna CI Stock Holding History

Gray 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	-699	Closed	-$242K	–	135
2024 Q3	$242K	Buy	699 +9	+1%	+$3.1K	0.1%	114
2024 Q2	$228K	Sell	690 -20	-3%	-$6.9K	0.1%	121
2024 Q1	$258K	Hold	710	–	–	0.12%	111
2023 Q4	$213K	Sell	710 -175	-20%	-$51.1K	0.1%	123
2023 Q3	$253K	Sell	885 -5	-0.6%	-$1.43K	0.13%	98
2023 Q2	$250K	Buy	890 +36	+4%	+$9.38K	0.13%	103
2023 Q1	$218K	Hold	854	–	–	0.12%	111
2022 Q4	$283K	Sell	854 -7	-0.8%	-$2.21K	0.16%	91
2022 Q3	$239K	Hold	861	–	–	0.15%	95
2022 Q2	$227K	Buy	+861	New	+$222K	0.14%	102
2021 Q4	–	Sell	-1,630	Closed	-$326K	–	130
2021 Q3	$326K	Buy	1,630 +437	+37%	+$95K	0.18%	79
2021 Q2	$283K	Sell	1,193 -32	-3%	-$7.99K	0.16%	88
2021 Q1	$296K	Hold	1,225	–	–	0.19%	81
2020 Q4	$255K	Hold	1,225	–	–	0.17%	81
2020 Q3	$207K	Sell	1,225 -23	-2%	-$4.05K	0.16%	93
2020 Q2	$233K	Hold	1,248	–	–	0.2%	81
2020 Q1	$221K	Buy	+1,248	New	+$242K	0.24%	76

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

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

Gray Wealth Management sold out of Cigna (CI) in Q4 2024, closing a stake of 699 shares — an estimated $242K sold.

Gray Wealth Management first reported a position in CI in Q1 2020 and held it in 17 quarters. The position peaked at $326K in Q3 2021. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Gray Wealth Management reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
Gray Wealth Management sold 699 Cigna shares in Q4 2024, an estimated $242K.
Gray Wealth Management first reported a position in Cigna in Q1 2020 and held it in 17 quarters.
Gray Wealth Management's Cigna position peaked at $326K in Q3 2021.
1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.