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LVW Advisors’s Cigna CI Stock Holding History

LVW 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
-684
Closed -$205K – 288
2023
Q4 		$205K Buy
+684
New +$200K 0.04% 247
2023
Q1 		– Sell
-665
Closed -$220K – 235
2022
Q4 		$220K Sell
665
-179
-21% -$56.6K 0.04% 214
2022
Q3 		$234K Hold
844
– – 0.05% 193
2022
Q2 		$222K Buy
+844
New +$217K 0.05% 215

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 $3.37T AUM 44.26% 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

LVW Advisors's CI Position: Q1 2024 in Review

LVW Advisors sold out of Cigna (CI) in Q1 2024, closing a stake of 684 shares — an estimated $205K sold.

LVW Advisors first reported a position in CI in Q2 2022 and held it in 4 quarters. The position peaked at $234K in Q3 2022. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • LVW Advisors reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
  • LVW Advisors sold 684 Cigna shares in Q1 2024, an estimated $205K.
  • LVW Advisors first reported a position in Cigna in Q2 2022 and held it in 4 quarters.
  • LVW Advisors's Cigna position peaked at $234K in Q3 2022.
  • 1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on LVW Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.