Sutton Wealth Advisors’s Cigna CI Stock Holding History

Sutton Wealth 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
2023 Q3	$780K	Buy	2,728 +13	+0.5%	+$3.71K	0.38%	48
2023 Q2	$762K	Sell	2,715 -107	-4%	-$27.9K	0.37%	50
2023 Q1	$721K	Sell	2,822 -99	-3%	-$28.8K	0.39%	48
2022 Q4	$968K	Hold	2,921	–	–	0.37%	49
2022 Q3	$810K	Hold	2,921	–	–	0.33%	55
2022 Q2	$770K	Buy	2,921 +6	+0.2%	+$1.55K	0.31%	59
2022 Q1	$698K	Buy	2,915 +13	+0.4%	+$3.04K	0.24%	70
2021 Q4	$666K	Hold	2,902	–	–	0.22%	73
2021 Q3	$581K	Buy	2,902 +2	+0.1%	+$435	0.21%	79
2021 Q2	$688K	Hold	2,900	–	–	0.25%	72
2021 Q1	$701K	Hold	2,900	–	–	0.28%	64
2020 Q4	$604K	Buy	2,900 +16	+0.6%	+$3.14K	0.26%	69
2020 Q3	$489K	Sell	2,884 -6	-0.2%	-$1.06K	0.24%	74
2020 Q2	$542K	Hold	2,890	–	–	0.28%	60
2020 Q1	$512K	Sell	2,890 -93	-3%	-$18K	0.32%	54
2019 Q4	$610K	Hold	2,983	–	–	0.31%	59
2019 Q3	$453K	Hold	2,983	–	–	0.25%	69
2019 Q2	$470K	Sell	2,983 -2	-0.1%	-$313	0.27%	63
2019 Q1	$480K	Buy	2,985 +8	+0.3%	+$1.46K	0.28%	60
2018 Q4	$565K	Buy	2,977 +2,393	+410%	+$499K	0.36%	48
2018 Q3	$122K	Buy	584 +4	+0.7%	+$742	0.08%	178
2018 Q2	$98.6K	Hold	580	–	–	0.07%	199
2018 Q1	$97.3K	Hold	580	–	–	0.07%	200
2017 Q4	$118K	Hold	580	–	–	0.09%	183
2017 Q3	$108K	Hold	580	–	–	0.08%	187
2017 Q2	$97.1K	Hold	580	–	–	0.08%	196
2017 Q1	$85K	Hold	580	–	–	0.07%	198
2016 Q4	$77.4K	Sell	580 -6	-1%	-$785	0.07%	200
2016 Q3	$76.4K	Hold	586	–	–	0.07%	202
2016 Q2	$75K	Sell	586 -101	-15%	-$13.3K	0.07%	201
2016 Q1	$94.3K	Buy	+687	New	+$94.3K	0.09%	184

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

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

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

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

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

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

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

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

Sutton Wealth Advisors's CI Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Cigna (CI) stake by 0.48% in Q3 2023, buying an estimated $3.71K and bringing the position to 2,728 shares worth $780K. The position accounts for 0.38% of the portfolio, ranked #48.

Sutton Wealth Advisors first reported a position in CI in Q1 2016 and has held it in 31 quarters since. The position peaked at $968K in Q4 2022. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

Sutton Wealth Advisors held 2,728 shares of Cigna worth $780K as of Q3 2023.
Sutton Wealth Advisors bought 13 Cigna shares in Q3 2023, an estimated $3.71K.
Cigna made up 0.38% of Sutton Wealth Advisors's portfolio in Q3 2023, its #48 holding.
Sutton Wealth Advisors first reported a position in Cigna in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Cigna position peaked at $968K in Q4 2022.
1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.