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Laidlaw Wealth Management’s Cigna CI Stock Holding History

Laidlaw 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
Q1 		– Sell
-726
Closed -$241K – 362
2022
Q4 		$241K Sell
726
-511
-41% -$162K 0.05% 302
2022
Q3 		$343K Buy
1,237
+129
+12% +$36.3K 0.08% 219
2022
Q2 		$292K Buy
1,108
+5
+0.5% +$1.29K 0.06% 272
2022
Q1 		$264K Buy
1,103
+56
+5% +$13.1K 0.04% 320
2021
Q4 		$240K Buy
+1,047
New +$223K 0.04% 352

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laidlaw Wealth Management's CI Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of Cigna (CI) in Q1 2023, closing a stake of 726 shares — an estimated $241K sold.

Laidlaw Wealth Management first reported a position in CI in Q4 2021 and held it in 5 quarters. The position peaked at $343K in Q3 2022. 1,485 funds tracked by Wall St. Rank hold CI as of Q1 2023.

  • Laidlaw Wealth Management reported no remaining Cigna position as of Q1 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 726 Cigna shares in Q1 2023, an estimated $241K.
  • Laidlaw Wealth Management first reported a position in Cigna in Q4 2021 and held it in 5 quarters.
  • Laidlaw Wealth Management's Cigna position peaked at $343K in Q3 2022.
  • 1,485 funds tracked by Wall St. Rank held Cigna as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.