Tradition Wealth Management’s Cigna CI Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-216	Closed	-$65K	–	520
2023 Q4	$65K	Sell	216 -13	-6%	-$3.8K	0.01%	566
2023 Q3	$65K	Sell	229 -3	-1%	-$856	0.01%	541
2023 Q2	$65K	Sell	232 -41	-15%	-$10.7K	0.01%	559
2023 Q1	$70K	Sell	273 -1	-0.4%	-$291	0.01%	529
2022 Q4	$91K	Buy	274 +52	+23%	+$16.5K	0.01%	401
2022 Q3	$62K	Buy	222 +147	+196%	+$41.4K	0.01%	463
2022 Q2	$20K	Buy	75 +1	+1%	+$258	﹤0.01%	644
2022 Q1	$18K	Hold	74	–	–	﹤0.01%	740
2021 Q4	$17K	Hold	74	–	–	﹤0.01%	768
2021 Q3	$15K	Buy	74 +1	+1%	+$217	﹤0.01%	790
2021 Q2	$17K	Hold	73	–	–	﹤0.01%	794
2021 Q1	$18K	Hold	73	–	–	﹤0.01%	647
2020 Q4	$15K	Buy	+73	New	+$14.3K	﹤0.01%	639

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's CI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Cigna (CI) in Q1 2024, closing a stake of 216 shares — an estimated $65K sold.

Tradition Wealth Management first reported a position in CI in Q4 2020 and held it in 13 quarters. The position peaked at $91K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

Tradition Wealth Management reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 216 Cigna shares in Q1 2024, an estimated $65K.
Tradition Wealth Management first reported a position in Cigna in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Cigna position peaked at $91K in Q4 2022.
1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.