Selective Wealth Management’s Cigna CI Stock Holding History

Selective Wealth Management’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	-4	Closed	-$1K	–	214
2022 Q3	$1K	Sell	4 -162	-98%	-$45.6K	﹤0.01%	704
2022 Q2	$44K	Buy	166 +114	+219%	+$29.4K	0.02%	341
2022 Q1	$12K	Sell	52 -52	-50%	-$12.2K	﹤0.01%	512
2021 Q4	$24K	Hold	104	–	–	0.01%	387
2021 Q3	$21K	Buy	104 +100	+2,500%	+$21.7K	0.01%	352
2021 Q2	$1K	Buy	+4	New	+$999	﹤0.01%	470

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

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

Selective Wealth Management's CI Position: Q4 2022 in Review

Selective Wealth Management sold out of Cigna (CI) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in CI in Q2 2021 and held it in 6 quarters. The position peaked at $44K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold CI as of Q4 2022.

Selective Wealth Management reported no remaining Cigna position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4 Cigna shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in Cigna in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Cigna position peaked at $44K in Q2 2022.
1,558 funds tracked by Wall St. Rank held Cigna as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.