Laurel Wealth Advisors (California)’s Cigna CI Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.16M	Sell	3,505 -795	-18%	-$252K	0.11%	186
2022 Q3	$1.19M	Sell	4,300 -358	-8%	-$101K	0.13%	177
2022 Q2	$1.23M	Sell	4,658 -425	-8%	-$110K	0.13%	186
2022 Q1	$1.22M	Sell	5,083 -27	-0.5%	-$6.32K	0.1%	216
2021 Q4	$1.17M	Buy	5,110 +3,902	+323%	+$829K	0.09%	224
2021 Q3	$242K	Sell	1,208 -71	-6%	-$15.4K	0.04%	392
2021 Q2	$303K	Buy	1,279 +161	+14%	+$40.2K	0.04%	397
2021 Q1	$271K	Buy	+1,118	New	+$249K	0.04%	377
2019 Q1	–	Sell	-1,859	Closed	-$353K	–	412
2018 Q4	$353K	Buy	+1,859	New	+$388K	0.1%	217

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Cigna (CI) stake by 18% in Q4 2022, selling an estimated $252K and leaving 3,505 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #186.

Laurel Wealth Advisors (California) first reported a position in CI in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold CI as of Q4 2022.

Laurel Wealth Advisors (California) held 3,505 shares of Cigna worth $1.16M as of Q4 2022.
Laurel Wealth Advisors (California) sold 795 Cigna shares in Q4 2022, an estimated $252K.
Cigna made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #186 holding.
Laurel Wealth Advisors (California) first reported a position in Cigna in Q4 2018 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s Cigna position peaked at $1.23M in Q2 2022.
1,558 funds tracked by Wall St. Rank held Cigna as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.