Intercontinental Wealth Advisors’s Cigna CI Stock Holding History

Intercontinental 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
2023 Q2	$1.08M	Sell	3,832 -76	-2%	-$19.8K	0.26%	93
2023 Q1	$999K	Sell	3,908 -2	-0.1%	-$583	0.26%	93
2022 Q4	$1.3M	Sell	3,910 -1,621	-29%	-$513K	0.39%	51
2022 Q3	$1.53M	Buy	5,531 +536	+11%	+$151K	0.48%	37
2022 Q2	$1.32M	Buy	4,995 +62	+1%	+$16K	0.36%	54
2022 Q1	$1.18M	Buy	4,933 +27	+0.6%	+$6.32K	0.27%	77
2021 Q4	$1.13M	Buy	4,906 +86	+2%	+$18.3K	0.24%	86
2021 Q3	$965K	Buy	4,820 +2,972	+161%	+$646K	0.23%	90
2021 Q2	$438K	Buy	1,848 +73	+4%	+$18.2K	0.09%	189
2021 Q1	$429K	Buy	+1,775	New	+$396K	0.09%	175

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Intercontinental Wealth Advisors's CI Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Cigna (CI) stake by 1.9% in Q2 2023, selling an estimated $19.8K and leaving 3,832 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #93.

Intercontinental Wealth Advisors first reported a position in CI in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.53M in Q3 2022. 1,489 funds tracked by Wall St. Rank hold CI as of Q2 2023.

Intercontinental Wealth Advisors held 3,832 shares of Cigna worth $1.08M as of Q2 2023.
Intercontinental Wealth Advisors sold 76 Cigna shares in Q2 2023, an estimated $19.8K.
Cigna made up 0.26% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #93 holding.
Intercontinental Wealth Advisors first reported a position in Cigna in Q1 2021 and has held it in 10 quarters since.
Intercontinental Wealth Advisors's Cigna position peaked at $1.53M in Q3 2022.
1,489 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.