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Independent Solutions Wealth Management’s Cigna CI Stock Holding History

Independent Solutions 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
2023
Q4 		– Sell
-1,142
Closed -$327K – 173
2023
Q3 		$327K Sell
1,142
-88
-7% -$25.1K 0.08% 155
2023
Q2 		$345K Sell
1,230
-524
-30% -$136K 0.09% 154
2023
Q1 		$448K Sell
1,754
-862
-33% -$251K 0.13% 127
2022
Q4 		$867K Sell
2,616
-166
-6% -$52.5K 0.26% 89
2022
Q3 		$772K Buy
2,782
+186
+7% +$52.3K 0.25% 89
2022
Q2 		$684K Buy
+2,596
New +$669K 0.21% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Independent Solutions Wealth Management's CI Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Cigna (CI) in Q4 2023, closing a stake of 1,142 shares — an estimated $327K sold.

Independent Solutions Wealth Management first reported a position in CI in Q2 2022 and held it in 6 quarters. The position peaked at $867K in Q4 2022. 1,624 funds tracked by Wall St. Rank hold CI as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Cigna position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,142 Cigna shares in Q4 2023, an estimated $327K.
  • Independent Solutions Wealth Management first reported a position in Cigna in Q2 2022 and held it in 6 quarters.
  • Independent Solutions Wealth Management's Cigna position peaked at $867K in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held Cigna as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.