SWC
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Spectrum Wealth Counsel’s Cigna CI Stock Holding History

Spectrum Wealth Counsel’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
2024
Q4 		– Sell
-18
Closed -$6.24K – 370
2024
Q3 		$6.24K Buy
18
+9
+100% +$3.1K ﹤0.01% 259
2024
Q2 		$2.98K Hold
9
– – ﹤0.01% 331
2024
Q1 		$3.27K Buy
+9
New +$2.96K ﹤0.01% 332

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spectrum Wealth Counsel's CI Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Cigna (CI) in Q4 2024, closing a stake of 18 shares — an estimated $6.24K sold.

Spectrum Wealth Counsel first reported a position in CI in Q1 2024 and held it in 3 quarters. The position peaked at $6.24K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 18 Cigna shares in Q4 2024, an estimated $6.24K.
  • Spectrum Wealth Counsel first reported a position in Cigna in Q1 2024 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Cigna position peaked at $6.24K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.