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Personal Wealth Partners’s Cigna CI Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-54
Closed -$13K – 134
2021
Q2 		$13K Buy
+54
New +$13.5K 0.01% 247
2020
Q1 		– Sell
-61
Closed -$12K – 153
2019
Q4 		$12K Hold
61
– – 0.01% 220
2019
Q3 		$9K Hold
61
– – ﹤0.01% 242
2019
Q2 		$10K Buy
+61
New +$9.56K ﹤0.01% 213

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's CI Position: Q3 2021 in Review

Personal Wealth Partners sold out of Cigna (CI) in Q3 2021, closing a stake of 54 shares — an estimated $13K sold.

Personal Wealth Partners first reported a position in CI in Q2 2019 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 1,246 funds tracked by Wall St. Rank hold CI as of Q3 2021.

  • Personal Wealth Partners reported no remaining Cigna position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 54 Cigna shares in Q3 2021, an estimated $13K.
  • Personal Wealth Partners first reported a position in Cigna in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Cigna position peaked at $13K in Q2 2021.
  • 1,246 funds tracked by Wall St. Rank held Cigna as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.