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SYSTM Wealth Solutions’s Cigna CI Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-1,423
Closed -$470K – 189
2024
Q2 		$470K Sell
1,423
-2,796
-66% -$964K 0.11% 147
2024
Q1 		$1.53M Sell
4,219
-173
-4% -$56.9K 0.19% 149
2023
Q4 		$1.32M Sell
4,392
-37
-0.8% -$10.8K 0.18% 160
2023
Q3 		$1.27M Sell
4,429
-880
-17% -$251K 0.19% 144
2023
Q2 		$1.49M Buy
5,309
+484
+10% +$126K 0.2% 139
2023
Q1 		$1.23M Sell
4,825
-461
-9% -$134K 0.19% 148
2022
Q4 		$1.75M Buy
+5,286
New +$1.67M 0.22% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's CI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Cigna (CI) in Q3 2024, closing a stake of 1,423 shares — an estimated $470K sold.

SYSTM Wealth Solutions first reported a position in CI in Q4 2022 and held it in 7 quarters. The position peaked at $1.75M in Q4 2022. 1,703 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,423 Cigna shares in Q3 2024, an estimated $470K.
  • SYSTM Wealth Solutions first reported a position in Cigna in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Cigna position peaked at $1.75M in Q4 2022.
  • 1,703 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.