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Private Wealth Strategies’s Cigna CI Stock Holding History

Private Wealth Strategies’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 		$218K Hold
660
– – 0.04% 71
2024
Q1 		$240K Sell
660
-88
-12% -$29K 0.05% 60
2023
Q4 		$224K Buy
+748
New +$219K 0.05% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Strategies's CI Position: Q2 2024 in Review

Private Wealth Strategies held its Cigna (CI) position steady in Q2 2024 at 660 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #71.

Private Wealth Strategies first reported a position in CI in Q4 2023 and has held it in 3 quarters since. The position peaked at $240K in Q1 2024. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • Private Wealth Strategies held 660 shares of Cigna worth $218K as of Q2 2024.
  • Private Wealth Strategies left its Cigna share count unchanged in Q2 2024.
  • Cigna made up 0.04% of Private Wealth Strategies's portfolio in Q2 2024, its #71 holding.
  • Private Wealth Strategies first reported a position in Cigna in Q4 2023 and has held it in 3 quarters since.
  • Private Wealth Strategies's Cigna position peaked at $240K in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.