Sonoma Private Wealth’s Cigna CI Stock Holding History

Sonoma Private Wealth’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
2025 Q1	–	Sell	-1,203	Closed	-$332K	–	73
2024 Q4	$332K	Sell	1,203 -109	-8%	-$34.7K	0.54%	58
2024 Q3	$455K	Buy	+1,312	New	+$452K	0.71%	50

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

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

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

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

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

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

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

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

Sonoma Private Wealth's CI Position: Q1 2025 in Review

Sonoma Private Wealth sold out of Cigna (CI) in Q1 2025, closing a stake of 1,203 shares — an estimated $332K sold.

Sonoma Private Wealth first reported a position in CI in Q3 2024 and held it in 2 quarters. The position peaked at $455K in Q3 2024. 1,693 funds tracked by Wall St. Rank hold CI as of Q1 2025.

Sonoma Private Wealth reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
Sonoma Private Wealth sold 1,203 Cigna shares in Q1 2025, an estimated $332K.
Sonoma Private Wealth first reported a position in Cigna in Q3 2024 and held it in 2 quarters.
Sonoma Private Wealth's Cigna position peaked at $455K in Q3 2024.
1,693 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.