Sage Private Wealth Group’s Cigna CI Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-75	Closed	-$21K	–	68
2022 Q3	$21K	Hold	75	–	–	0.03%	111
2022 Q2	$20K	Buy	75 +1	+1%	+$258	0.03%	115
2022 Q1	$18K	Hold	74	–	–	0.02%	123
2021 Q4	$17K	Hold	74	–	–	0.02%	123
2021 Q3	$15K	Hold	74	–	–	0.02%	127
2021 Q2	$17K	Buy	74 +1	+1%	+$250	0.02%	117
2021 Q1	$18K	Hold	73	–	–	0.03%	120
2020 Q4	$15K	Buy	+73	New	+$14.3K	0.04%	113

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 $3.38T AUM 44.17% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sage Private Wealth Group's CI Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Cigna (CI) in Q4 2022, closing a stake of 75 shares — an estimated $21K sold.

Sage Private Wealth Group first reported a position in CI in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q3 2022. 1,557 funds tracked by Wall St. Rank hold CI as of Q4 2022.

Sage Private Wealth Group reported no remaining Cigna position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 75 Cigna shares in Q4 2022, an estimated $21K.
Sage Private Wealth Group first reported a position in Cigna in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Cigna position peaked at $21K in Q3 2022.
1,557 funds tracked by Wall St. Rank held Cigna as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.