Walled Lake Planning & Wealth Management’s Cigna CI Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-63	Closed	-$13K	–	137
2021 Q3	$13K	Buy	63 +4	+7%	+$870	0.01%	250
2021 Q2	$14K	Hold	59	–	–	0.01%	231
2021 Q1	$14K	Hold	59	–	–	0.01%	219
2020 Q4	$12K	Sell	59 -736	-93%	-$144K	0.01%	210
2020 Q3	$135K	Hold	795	–	–	0.11%	84
2020 Q2	$149K	Buy	795 +16	+2%	+$3.04K	0.12%	69
2020 Q1	$138K	Hold	779	–	–	0.13%	68
2019 Q4	$159K	Buy	+779	New	+$143K	0.11%	73

Other funds holding CI

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Walled Lake Planning & Wealth Management's CI Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Cigna (CI) in Q4 2021, closing a stake of 63 shares — an estimated $13K sold.

Walled Lake Planning & Wealth Management first reported a position in CI in Q4 2019 and held it in 8 quarters. The position peaked at $159K in Q4 2019. 1,332 funds tracked by Wall St. Rank hold CI as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Cigna position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 63 Cigna shares in Q4 2021, an estimated $13K.
Walled Lake Planning & Wealth Management first reported a position in Cigna in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Cigna position peaked at $159K in Q4 2019.
1,332 funds tracked by Wall St. Rank held Cigna as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.