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Lake Point Wealth Management’s Cigna CI Stock Holding History

Lake Point 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
2021
Q3 		– Sell
-28
Closed -$7K – 412
2021
Q2 		$7K Buy
+28
New +$6.99K ﹤0.01% 210
2019
Q1 		– Sell
-28
Closed -$5K – 702
2018
Q4 		$5K Buy
+28
New +$5.84K ﹤0.01% 549

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lake Point Wealth Management's CI Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Cigna (CI) in Q3 2021, closing a stake of 28 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in CI in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 1,246 funds tracked by Wall St. Rank hold CI as of Q3 2021.

  • Lake Point Wealth Management reported no remaining Cigna position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 28 Cigna shares in Q3 2021, an estimated $7K.
  • Lake Point Wealth Management first reported a position in Cigna in Q4 2018 and held it in 2 quarters.
  • Lake Point Wealth Management's Cigna position peaked at $7K in Q2 2021.
  • 1,246 funds tracked by Wall St. Rank held Cigna as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.