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Heritage Wealth Management (Arizona)’s Cigna CI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$39.1K Buy
118
+87
+281% +$27.5K 0.01% 545
2022
Q3 		$9K Sell
31
-55
-64% -$15.5K ﹤0.01% 668
2022
Q2 		$22.7K Buy
86
+50
+139% +$12.9K 0.01% 525
2022
Q1 		$9K Buy
+36
New +$8.43K ﹤0.01% 720
2021
Q3 		$7K Buy
36
+7
+24% +$1.52K ﹤0.01% 692
2021
Q2 		$7K Hold
29
– – ﹤0.01% 698
2021
Q1 		$7K Buy
+29
New +$6.46K ﹤0.01% 604

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Cigna (CI) stake by 281% in Q4 2022, buying an estimated $27.5K and bringing the position to 118 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #545.

Heritage Wealth Management (Arizona) first reported a position in CI in Q1 2021 and has held it in 7 quarters since. 1,557 funds tracked by Wall St. Rank hold CI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 118 shares of Cigna worth $39.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 87 Cigna shares in Q4 2022, an estimated $27.5K.
  • Cigna made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #545 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Cigna in Q1 2021 and has held it in 7 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Cigna as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.