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Northwest Financial Advisors’s Cigna CI Stock Holding History

Northwest Financial 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
Q4 		– Sell
-87
Closed -$30.1K – 183
2024
Q3 		$30.1K Buy
+87
New +$29.9K 0.02% 280
2024
Q1 		– Sell
-162
Closed -$48.6K – 159
2023
Q4 		$48.6K Buy
+162
New +$47.3K 0.04% 209

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwest Financial Advisors's CI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Cigna (CI) in Q4 2024, closing a stake of 87 shares — an estimated $30.1K sold.

Northwest Financial Advisors first reported a position in CI in Q4 2023 and held it in 2 quarters. The position peaked at $48.6K in Q4 2023. 1,651 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 87 Cigna shares in Q4 2024, an estimated $30.1K.
  • Northwest Financial Advisors first reported a position in Cigna in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Cigna position peaked at $48.6K in Q4 2023.
  • 1,651 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.