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Old North State Wealth Management’s Cigna CI Stock Holding History

Old North State 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
2025
Q2 		– Sell
-1,031
Closed -$341K – 121
2025
Q1 		$341K Buy
1,031
+45
+5% +$13.6K 0.19% 87
2024
Q4 		$273K Buy
986
+43
+5% +$13.7K 0.15% 95
2024
Q3 		$328K Buy
943
+5
+0.5% +$1.72K 0.18% 77
2024
Q2 		$311K Sell
938
-14
-1% -$4.83K 0.2% 68
2024
Q1 		$347K Sell
952
-8,775
-90% -$2.89M 0.23% 64
2023
Q4 		$2.92M Sell
9,727
-103
-1% -$30.1K 2.16% 15
2023
Q3 		$2.82M Sell
9,830
-259
-3% -$73.9K 2.48% 12
2023
Q2 		$2.84M Buy
10,089
+443
+5% +$115K 2.49% 13
2023
Q1 		$2.47M Sell
9,646
-69
-0.7% -$20.1K 2.31% 19
2022
Q4 		$3.23M Sell
9,715
-285
-3% -$90.2K 3.24% 9
2022
Q3 		$2.78M Sell
10,000
-418
-4% -$118K 3.22% 10
2022
Q2 		$2.75M Buy
10,418
+637
+7% +$164K 3.14% 11
2022
Q1 		$2.35M Buy
9,781
+297
+3% +$69.5K 2.35% 15
2021
Q4 		$2.19M Buy
+9,484
New +$2.02M 2.2% 15

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Old North State Wealth Management's CI Position: Q2 2025 in Review

Old North State Wealth Management sold out of Cigna (CI) in Q2 2025, closing a stake of 1,031 shares — an estimated $341K sold.

Old North State Wealth Management first reported a position in CI in Q4 2021 and held it in 14 quarters. The position peaked at $3.23M in Q4 2022. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

  • Old North State Wealth Management reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
  • Old North State Wealth Management sold 1,031 Cigna shares in Q2 2025, an estimated $341K.
  • Old North State Wealth Management first reported a position in Cigna in Q4 2021 and held it in 14 quarters.
  • Old North State Wealth Management's Cigna position peaked at $3.23M in Q4 2022.
  • 1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Old North State Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.