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One Wealth Management Investment & Advisory Services’s Cigna CI Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q2 		– Sell
-556
Closed -$202K – 139
2024
Q1 		$202K Buy
+556
New +$183K 0.08% 138

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's CI Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Cigna (CI) in Q2 2024, closing a stake of 556 shares — an estimated $202K sold.

One Wealth Management Investment & Advisory Services first reported a position in CI in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 556 Cigna shares in Q2 2024, an estimated $202K.
  • One Wealth Management Investment & Advisory Services first reported a position in Cigna in Q1 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Cigna position peaked at $202K in Q1 2024.
  • 1,663 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.