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Transform Wealth’s Cigna CI Stock Holding History

Transform Wealth’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
Q4 		– Sell
-636
Closed -$220K – 263
2024
Q3 		$220K Hold
636
– – 0.01% 210
2024
Q2 		$210K Sell
636
-6
-0.9% -$2.07K 0.02% 206
2024
Q1 		$233K Buy
+642
New +$211K 0.02% 206
2023
Q4 		– Sell
-740
Closed -$212K – 243
2023
Q3 		$212K Sell
740
-171
-19% -$48.8K 0.02% 228
2023
Q2 		$256K Buy
911
+16
+2% +$4.17K 0.02% 228
2023
Q1 		$229K Buy
895
+135
+18% +$39.3K 0.02% 234
2022
Q4 		$252K Buy
+760
New +$240K 0.03% 202
2020
Q3 		– Sell
-1,978
Closed -$371K – 219
2020
Q2 		$371K Buy
1,978
+386
+24% +$73.2K 0.06% 168
2020
Q1 		$282K Sell
1,592
-752
-32% -$146K 0.06% 175
2019
Q4 		$479K Buy
+2,344
New +$430K 0.08% 165
2019
Q1 		– Sell
-18,644
Closed -$3.54M – 169
2018
Q4 		$3.54M Buy
18,644
+9,111
+96% +$1.9M 0.73% 60
2018
Q3 		$1.99M Buy
9,533
+17
+0.2% +$3.15K 0.34% 91
2018
Q2 		$1.62M Sell
9,516
-68
-0.7% -$11.8K 0.29% 103
2018
Q1 		$1.61M Buy
9,584
+1,887
+25% +$367K 0.31% 105
2017
Q4 		$1.56M Buy
7,697
+692
+10% +$138K 0.29% 115
2017
Q3 		$1.31M Buy
+7,005
New +$1.25M 0.46% 79

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transform Wealth's CI Position: Q4 2024 in Review

Transform Wealth sold out of Cigna (CI) in Q4 2024, closing a stake of 636 shares — an estimated $220K sold.

Transform Wealth first reported a position in CI in Q3 2017 and held it in 16 quarters. The position peaked at $3.54M in Q4 2018. 1,647 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Transform Wealth reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • Transform Wealth sold 636 Cigna shares in Q4 2024, an estimated $220K.
  • Transform Wealth first reported a position in Cigna in Q3 2017 and held it in 16 quarters.
  • Transform Wealth's Cigna position peaked at $3.54M in Q4 2018.
  • 1,647 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.