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Marcum Wealth’s Cigna CI Stock Holding History

Marcum Wealth’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
2025
Q1 		$393K Sell
1,195
-92
-7% -$27.7K 0.03% 230
2024
Q4 		$355K Sell
1,287
-50
-4% -$15.9K 0.03% 252
2024
Q3 		$463K Sell
1,337
-40
-3% -$13.8K 0.04% 213
2024
Q2 		$455K Buy
1,377
+67
+5% +$23.1K 0.05% 213
2024
Q1 		$476K Sell
1,310
-29
-2% -$9.55K 0.05% 199
2023
Q4 		$401K Buy
1,339
+75
+6% +$21.9K 0.04% 211
2023
Q3 		$362K Buy
1,264
+86
+7% +$24.5K 0.04% 212
2023
Q2 		$331K Buy
1,178
+57
+5% +$14.8K 0.04% 229
2023
Q1 		$286K Sell
1,121
-627
-36% -$183K 0.04% 253
2022
Q4 		$579K Sell
1,748
-111
-6% -$35.1K 0.08% 153
2022
Q3 		$516K Sell
1,859
-168
-8% -$47.3K 0.08% 151
2022
Q2 		$534K Buy
2,027
+403
+25% +$104K 0.08% 150
2022
Q1 		$389K Buy
1,624
+654
+67% +$153K 0.05% 205
2021
Q4 		$223K Buy
+970
New +$206K 0.03% 307

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marcum Wealth's CI Position: Q1 2025 in Review

Marcum Wealth reduced its Cigna (CI) stake by 7.1% in Q1 2025, selling an estimated $27.7K and leaving 1,195 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #230.

Marcum Wealth first reported a position in CI in Q4 2021 and has held it in 14 quarters since. The position peaked at $579K in Q4 2022. 1,694 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Marcum Wealth held 1,195 shares of Cigna worth $393K as of Q1 2025.
  • Marcum Wealth sold 92 Cigna shares in Q1 2025, an estimated $27.7K.
  • Cigna made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #230 holding.
  • Marcum Wealth first reported a position in Cigna in Q4 2021 and has held it in 14 quarters since.
  • Marcum Wealth's Cigna position peaked at $579K in Q4 2022.
  • 1,694 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.