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Provence Wealth Management Group’s Cigna CI Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$338K Sell
1,129
-41
-4% -$12K 0.18% 113
2023
Q3 		$335K Buy
1,170
+307
+36% +$87.6K 0.21% 97
2023
Q2 		$242K Buy
+863
New +$225K 0.14% 132

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 $1.9T AUM 41.92% 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 $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Provence Wealth Management Group's CI Position: Q4 2023 in Review

Provence Wealth Management Group reduced its Cigna (CI) stake by 3.5% in Q4 2023, selling an estimated $12K and leaving 1,129 shares worth $338K. The position accounts for 0.18% of the portfolio, ranked #113.

Provence Wealth Management Group first reported a position in CI in Q2 2023 and has held it in 3 quarters since. 1,626 funds tracked by Wall St. Rank hold CI as of Q4 2023.

  • Provence Wealth Management Group held 1,129 shares of Cigna worth $338K as of Q4 2023.
  • Provence Wealth Management Group sold 41 Cigna shares in Q4 2023, an estimated $12K.
  • Cigna made up 0.18% of Provence Wealth Management Group's portfolio in Q4 2023, its #113 holding.
  • Provence Wealth Management Group first reported a position in Cigna in Q2 2023 and has held it in 3 quarters since.
  • 1,626 funds tracked by Wall St. Rank held Cigna as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.