Long Island Wealth Management’s Cigna CI Stock Holding History

Long Island 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
2024 Q1	–	Sell	-29	Closed	-$9K	–	130
2023 Q4	$9K	Buy	+29	New	+$8.47K	0.01%	221

Other funds holding CI

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Long Island Wealth Management's CI Position: Q1 2024 in Review

Long Island Wealth Management sold out of Cigna (CI) in Q1 2024, closing a stake of 29 shares — an estimated $9K sold.

Long Island Wealth Management first reported a position in CI in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

Long Island Wealth Management reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 29 Cigna shares in Q1 2024, an estimated $9K.
Long Island Wealth Management first reported a position in Cigna in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Cigna position peaked at $9K in Q4 2023.
1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.