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TFO Wealth Partners’s Cigna CI Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$1.09K – 190
2024
Q1 		$1.09K Sell
3
-2
-40% -$658 ﹤0.01% 152
2023
Q4 		$1.5K Hold
5
– – ﹤0.01% 152
2023
Q3 		$1.4K Buy
5
+2
+67% +$570 ﹤0.01% 233
2023
Q2 		$842 Hold
3
– – ﹤0.01% 221
2023
Q1 		$767 Sell
3
-2
-40% -$583 ﹤0.01% 193
2022
Q4 		$426 Buy
+5
New +$1.58K ﹤0.01% 501
2022
Q3 		– Sell
-50
Closed -$13K – 199
2022
Q2 		$13K Buy
+50
New +$12.9K ﹤0.01% 108

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's CI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cigna (CI) in Q2 2024, closing a stake of 3 shares — an estimated $1.09K sold.

TFO Wealth Partners first reported a position in CI in Q2 2022 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Cigna shares in Q2 2024, an estimated $1.09K.
  • TFO Wealth Partners first reported a position in Cigna in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Cigna position peaked at $13K in Q2 2022.
  • 1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.