RPWA
CI icon

Regent Peak Wealth Advisors’s Cigna CI Stock Holding History

Regent Peak 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
2023
Q1 		– Sell
-625
Closed -$207K – 164
2022
Q4 		$207K Buy
+625
New +$198K 0.07% 151
2021
Q1 		– Sell
-526
Closed -$110K – 299
2020
Q4 		$110K Buy
+526
New +$103K 0.04% 205

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's CI Position: Q1 2023 in Review

Regent Peak Wealth Advisors sold out of Cigna (CI) in Q1 2023, closing a stake of 625 shares — an estimated $207K sold.

Regent Peak Wealth Advisors first reported a position in CI in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2022. 1,485 funds tracked by Wall St. Rank hold CI as of Q1 2023.

  • Regent Peak Wealth Advisors reported no remaining Cigna position as of Q1 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 625 Cigna shares in Q1 2023, an estimated $207K.
  • Regent Peak Wealth Advisors first reported a position in Cigna in Q4 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Cigna position peaked at $207K in Q4 2022.
  • 1,485 funds tracked by Wall St. Rank held Cigna as of Q1 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.