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Souders Financial Advisors’s Cigna CI Stock Holding History

Souders Financial 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
2021
Q1 		– Sell
-3,242
Closed -$675K – 126
2020
Q4 		$675K Buy
3,242
+166
+5% +$32.6K 0.29% 64
2020
Q3 		$677K Buy
3,076
+169
+6% +$29.7K 0.32% 63
2020
Q2 		$546K Buy
2,907
+887
+44% +$168K 0.31% 69
2020
Q1 		$358K Buy
+2,020
New +$392K 0.32% 68

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Souders Financial Advisors's CI Position: Q1 2021 in Review

Souders Financial Advisors sold out of Cigna (CI) in Q1 2021, closing a stake of 3,242 shares — an estimated $675K sold.

Souders Financial Advisors first reported a position in CI in Q1 2020 and held it in 4 quarters. The position peaked at $677K in Q3 2020. 1,248 funds tracked by Wall St. Rank hold CI as of Q1 2021.

  • Souders Financial Advisors reported no remaining Cigna position as of Q1 2021 after selling out during the quarter.
  • Souders Financial Advisors sold 3,242 Cigna shares in Q1 2021, an estimated $675K.
  • Souders Financial Advisors first reported a position in Cigna in Q1 2020 and held it in 4 quarters.
  • Souders Financial Advisors's Cigna position peaked at $677K in Q3 2020.
  • 1,248 funds tracked by Wall St. Rank held Cigna as of Q1 2021.

Based on Souders Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.