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TrinityPoint Wealth’s Cigna CI Stock Holding History

TrinityPoint 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
-782
Closed -$271K – 342
2024
Q3 		$271K Sell
782
-13
-2% -$4.47K 0.04% 276
2024
Q2 		$263K Sell
795
-34
-4% -$11.7K 0.04% 267
2024
Q1 		$301K Buy
829
+52
+7% +$17.1K 0.05% 247
2023
Q4 		$233K Buy
777
+27
+4% +$7.89K 0.04% 272
2023
Q3 		$215K Buy
+750
New +$214K 0.04% 264

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

TrinityPoint Wealth's CI Position: Q4 2024 in Review

TrinityPoint Wealth sold out of Cigna (CI) in Q4 2024, closing a stake of 782 shares — an estimated $271K sold.

TrinityPoint Wealth first reported a position in CI in Q3 2023 and held it in 5 quarters. The position peaked at $301K in Q1 2024. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • TrinityPoint Wealth reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 782 Cigna shares in Q4 2024, an estimated $271K.
  • TrinityPoint Wealth first reported a position in Cigna in Q3 2023 and held it in 5 quarters.
  • TrinityPoint Wealth's Cigna position peaked at $301K in Q1 2024.
  • 1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.