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Summit Wealth & Retirement Planning’s Cigna CI Stock Holding History

Summit Wealth & Retirement Planning’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
2020
Q1 		– Sell
-4,345
Closed -$889K – 115
2019
Q4 		$889K Sell
4,345
-4,187
-49% -$768K 0.4% 52
2019
Q3 		$1.29M Sell
8,532
-505
-6% -$82.2K 0.78% 30
2019
Q2 		$1.42M Buy
9,037
+2,375
+36% +$372K 0.83% 27
2019
Q1 		$1.07M Buy
+6,662
New +$1.22M 0.64% 39

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Wealth & Retirement Planning's CI Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of Cigna (CI) in Q1 2020, closing a stake of 4,345 shares — an estimated $889K sold.

Summit Wealth & Retirement Planning first reported a position in CI in Q1 2019 and held it in 4 quarters. The position peaked at $1.42M in Q2 2019. 1,146 funds tracked by Wall St. Rank hold CI as of Q1 2020.

  • Summit Wealth & Retirement Planning reported no remaining Cigna position as of Q1 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,345 Cigna shares in Q1 2020, an estimated $889K.
  • Summit Wealth & Retirement Planning first reported a position in Cigna in Q1 2019 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Cigna position peaked at $1.42M in Q2 2019.
  • 1,146 funds tracked by Wall St. Rank held Cigna as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.