San Luis Wealth Advisors’s Cigna CI Stock Holding History

San Luis 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	–	Sell	-2,767	Closed	-$776K	–	84
2023 Q2	$776K	Buy	+2,767	New	+$721K	0.27%	89

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

San Luis Wealth Advisors's CI Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Cigna (CI) in Q3 2023, closing a stake of 2,767 shares — an estimated $776K sold.

San Luis Wealth Advisors first reported a position in CI in Q2 2023 and held it in 1 quarter. The position peaked at $776K in Q2 2023. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

San Luis Wealth Advisors reported no remaining Cigna position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 2,767 Cigna shares in Q3 2023, an estimated $776K.
San Luis Wealth Advisors first reported a position in Cigna in Q2 2023 and held it in 1 quarter.
San Luis Wealth Advisors's Cigna position peaked at $776K in Q2 2023.
1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.