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Liberty Wealth Management’s Cigna CI Stock Holding History

Liberty 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
Q4 		– Sell
-32
Closed -$6K – 319
2021
Q3 		$6K Hold
32
– – ﹤0.01% 903
2021
Q2 		$8K Sell
32
-7
-18% -$1.75K ﹤0.01% 695
2021
Q1 		$8K Hold
39
– – ﹤0.01% 629
2020
Q4 		$8K Buy
+39
New +$7.65K ﹤0.01% 623
2020
Q2 		– Sell
-8
Closed -$1K – 870
2020
Q1 		$1K Hold
8
– – ﹤0.01% 775
2019
Q4 		$1K Hold
8
– – ﹤0.01% 809
2019
Q3 		$1K Hold
8
– – ﹤0.01% 776
2019
Q2 		$1K Hold
8
– – ﹤0.01% 805
2019
Q1 		$1K Sell
8
-15
-65% -$2.74K ﹤0.01% 662
2018
Q4 		$4K Buy
+23
New +$4.8K ﹤0.01% 577

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's CI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Cigna (CI) in Q4 2021, closing a stake of 32 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in CI in Q4 2018 and held it in 10 quarters. The position peaked at $8K in Q2 2021. 1,332 funds tracked by Wall St. Rank hold CI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Cigna position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 32 Cigna shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Cigna in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Cigna position peaked at $8K in Q2 2021.
  • 1,332 funds tracked by Wall St. Rank held Cigna as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.