Halpern Financial’s Cigna CI Stock Holding History

Halpern Financial’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 Q3	–	Sell	-17	Closed	-$5.62K	–	233
2024 Q2	$5.62K	Buy	+17	New	+$5.86K	﹤0.01%	174
2021 Q2	–	Sell	-22	Closed	-$5.32K	–	246
2021 Q1	$5.32K	Buy	+22	New	+$4.9K	﹤0.01%	175

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's CI Position: Q3 2024 in Review

Halpern Financial sold out of Cigna (CI) in Q3 2024, closing a stake of 17 shares — an estimated $5.62K sold.

Halpern Financial first reported a position in CI in Q1 2021 and held it in 2 quarters. The position peaked at $5.62K in Q2 2024. 1,704 funds tracked by Wall St. Rank hold CI as of Q3 2024.

Halpern Financial reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
Halpern Financial sold 17 Cigna shares in Q3 2024, an estimated $5.62K.
Halpern Financial first reported a position in Cigna in Q1 2021 and held it in 2 quarters.
Halpern Financial's Cigna position peaked at $5.62K in Q2 2024.
1,704 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.