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Pacific Capital Wealth Advisors’s Cigna CI Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-7
Closed -$1.93K – 137
2024
Q4 		$1.93K Sell
7
-32
-82% -$10.2K ﹤0.01% 352
2024
Q3 		$13.5K Sell
39
-34
-47% -$11.7K ﹤0.01% 274
2024
Q2 		$24.1K Buy
73
+46
+170% +$15.9K ﹤0.01% 210
2024
Q1 		$9.81K Buy
+27
New +$8.89K ﹤0.01% 229

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

Pacific Capital Wealth Advisors's CI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Cigna (CI) in Q1 2025, closing a stake of 7 shares — an estimated $1.93K sold.

Pacific Capital Wealth Advisors first reported a position in CI in Q1 2024 and held it in 4 quarters. The position peaked at $24.1K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 Cigna shares in Q1 2025, an estimated $1.93K.
  • Pacific Capital Wealth Advisors first reported a position in Cigna in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Cigna position peaked at $24.1K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.