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Life Planning Partners’s Cigna CI Stock Holding History

Life Planning Partners’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
-16
Closed -$4.6K – 93
2023
Q4 		$4.6K Buy
+16
New +$4.68K ﹤0.01% 183
2022
Q3 		$4.26K Sell
15
-21
-58% -$5.91K ﹤0.01% 148
2022
Q2 		$10K Buy
36
+21
+140% +$5.41K 0.01% 137
2022
Q1 		$4K Sell
15
-31
-67% -$7.26K ﹤0.01% 153
2021
Q4 		$11K Buy
+46
New +$9.78K 0.01% 128

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

Life Planning Partners's CI Position: Q1 2024 in Review

Life Planning Partners sold out of Cigna (CI) in Q1 2024, closing a stake of 16 shares — an estimated $4.6K sold.

Life Planning Partners first reported a position in CI in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 1,664 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • Life Planning Partners reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 16 Cigna shares in Q1 2024, an estimated $4.6K.
  • Life Planning Partners first reported a position in Cigna in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Cigna position peaked at $11K in Q4 2021.
  • 1,664 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.