RMR Wealth Builders’s Cigna CI Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-3,336	Closed	-$852K	–	214
2023 Q1	$852K	Buy	3,336 +208	+7%	+$60.6K	0.16%	72
2022 Q4	$1.04M	Hold	3,128	–	–	0.24%	51
2022 Q3	$868K	Hold	3,128	–	–	0.21%	55
2022 Q2	$824K	Hold	3,128	–	–	0.21%	70
2022 Q1	$750K	Buy	+3,128	New	+$732K	0.16%	86
2021 Q4	–	Sell	-3,928	Closed	-$786K	–	137
2021 Q3	$786K	Hold	3,928	–	–	0.23%	68
2021 Q2	$931K	Hold	3,928	–	–	0.31%	53
2021 Q1	$950K	Hold	3,928	–	–	0.25%	59
2020 Q4	$818K	Sell	3,928 -222	-5%	-$43.5K	0.4%	50
2020 Q3	$703K	Buy	4,150 +222	+6%	+$39.1K	0.18%	86
2020 Q2	$737K	Buy	+3,928	New	+$745K	0.66%	37
2019 Q4	$1.02M	Buy	+4,993	New	+$915K	0.98%	27

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RMR Wealth Builders's CI Position: Q2 2023 in Review

RMR Wealth Builders sold out of Cigna (CI) in Q2 2023, closing a stake of 3,336 shares — an estimated $852K sold.

RMR Wealth Builders first reported a position in CI in Q4 2019 and held it in 12 quarters. The position peaked at $1.04M in Q4 2022. 1,490 funds tracked by Wall St. Rank hold CI as of Q2 2023.

RMR Wealth Builders reported no remaining Cigna position as of Q2 2023 after selling out during the quarter.
RMR Wealth Builders sold 3,336 Cigna shares in Q2 2023, an estimated $852K.
RMR Wealth Builders first reported a position in Cigna in Q4 2019 and held it in 12 quarters.
RMR Wealth Builders's Cigna position peaked at $1.04M in Q4 2022.
1,490 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on RMR Wealth Builders's 13F filing for Q2 2023, filed 21 Jul 2023.