Ropes Wealth Advisors’s Cigna CI Stock Holding History

Ropes 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 Q3	$445K	Buy	1,557 +373	+32%	+$106K	0.09%	162
2023 Q2	$332K	Buy	1,184 +102	+9%	+$26.6K	0.06%	218
2023 Q1	$276K	Buy	1,082 +91	+9%	+$26.5K	0.05%	233
2022 Q4	$328K	Buy	991 +266	+37%	+$84.2K	0.06%	208
2022 Q3	$201K	Buy	+725	New	+$204K	0.04%	246
2022 Q1	–	Sell	-996	Closed	-$229K	–	293
2021 Q4	$229K	Buy	+996	New	+$212K	0.04%	251
2021 Q1	–	Sell	-733	Closed	-$153K	–	341
2020 Q4	$153K	Buy	733 +8	+1%	+$1.57K	0.02%	254
2020 Q3	$123K	Hold	725	–	–	0.02%	248
2020 Q2	$136K	Sell	725 -38	-5%	-$7.21K	0.03%	224
2020 Q1	$135K	Buy	763 +248	+48%	+$48.1K	0.03%	203
2019 Q4	$105K	Sell	515 -1,703	-77%	-$312K	0.02%	267
2019 Q3	$337K	Buy	2,218 +3	+0.1%	+$488	0.07%	169
2019 Q2	$349K	Buy	2,215 +36	+2%	+$5.64K	0.07%	174
2019 Q1	$350K	Sell	2,179 -166	-7%	-$30.3K	0.09%	168
2018 Q4	$445K	Buy	+2,345	New	+$489K	0.13%	140
2016 Q3	–	Sell	-21	Closed	-$3K	–	464
2016 Q2	$3K	Buy	+21	New	+$2.77K	﹤0.01%	435

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ropes Wealth Advisors's CI Position: Q3 2023 in Review

Ropes Wealth Advisors increased its Cigna (CI) stake by 32% in Q3 2023, buying an estimated $106K and bringing the position to 1,557 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #162.

Ropes Wealth Advisors first reported a position in CI in Q2 2016 and has held it in 16 quarters since. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

Ropes Wealth Advisors held 1,557 shares of Cigna worth $445K as of Q3 2023.
Ropes Wealth Advisors bought 373 Cigna shares in Q3 2023, an estimated $106K.
Cigna made up 0.09% of Ropes Wealth Advisors's portfolio in Q3 2023, its #162 holding.
Ropes Wealth Advisors first reported a position in Cigna in Q2 2016 and has held it in 16 quarters since.
1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.