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Level Financial Advisors’s Cigna CI Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-19
Closed -$5.69K – 107
2023
Q4 		$5.69K Hold
19
– – ﹤0.01% 207
2023
Q3 		$5.43K Hold
19
– – ﹤0.01% 212
2023
Q2 		$5.33K Hold
19
– – ﹤0.01% 215
2023
Q1 		$4.86K Hold
19
– – ﹤0.01% 189
2022
Q4 		$6K Hold
19
– – ﹤0.01% 181
2022
Q3 		$5K Hold
19
– – ﹤0.01% 188
2022
Q2 		$5K Hold
19
– – ﹤0.01% 208
2022
Q1 		$5K Hold
19
– – ﹤0.01% 183
2021
Q4 		$4K Buy
+19
New +$4.04K ﹤0.01% 211

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Level Financial Advisors's CI Position: Q1 2024 in Review

Level Financial Advisors sold out of Cigna (CI) in Q1 2024, closing a stake of 19 shares — an estimated $5.69K sold.

Level Financial Advisors first reported a position in CI in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • Level Financial Advisors reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 19 Cigna shares in Q1 2024, an estimated $5.69K.
  • Level Financial Advisors first reported a position in Cigna in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Cigna position peaked at $6K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.