IWA
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Icon Wealth Advisors’s Cigna CI Stock Holding History

Icon 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
2024
Q4 		– Sell
-337
Closed -$117K – 508
2024
Q3 		$117K Buy
337
+12
+4% +$4.13K 0.01% 446
2024
Q2 		$113K Sell
325
-153
-32% -$52.8K 0.01% 414
2024
Q1 		$174K Buy
+478
New +$157K 0.02% 360

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's CI Position: Q4 2024 in Review

Icon Wealth Advisors sold out of Cigna (CI) in Q4 2024, closing a stake of 337 shares — an estimated $117K sold.

Icon Wealth Advisors first reported a position in CI in Q1 2024 and held it in 3 quarters. The position peaked at $174K in Q1 2024. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Icon Wealth Advisors reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 337 Cigna shares in Q4 2024, an estimated $117K.
  • Icon Wealth Advisors first reported a position in Cigna in Q1 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's Cigna position peaked at $174K in Q1 2024.
  • 1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Icon Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.