Wealth Effects’s Cigna CI Stock Holding History

Wealth Effects’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
2025 Q2	–	Sell	-689	Closed	-$227K	–	206
2025 Q1	$227K	Buy	+689	New	+$208K	0.1%	168
2024 Q4	–	Sell	-689	Closed	-$239K	–	216
2024 Q3	$239K	Hold	689	–	–	0.08%	180
2024 Q2	$228K	Hold	689	–	–	0.08%	176
2024 Q1	$250K	Sell	689 -80	-10%	-$26.3K	0.09%	173
2023 Q4	$230K	Buy	+769	New	+$225K	0.09%	190
2023 Q3	–	Sell	-717	Closed	-$201K	–	199
2023 Q2	$201K	Buy	+717	New	+$187K	0.09%	174
2023 Q1	–	Sell	-717	Closed	-$238K	–	201
2022 Q4	$238K	Sell	717 -139	-16%	-$44K	0.14%	153
2022 Q3	$238K	Hold	856	–	–	0.15%	141
2022 Q2	$226K	Hold	856	–	–	0.14%	154
2022 Q1	$205K	Buy	+856	New	+$200K	0.1%	184

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's CI Position: Q2 2025 in Review

Wealth Effects sold out of Cigna (CI) in Q2 2025, closing a stake of 689 shares — an estimated $227K sold.

Wealth Effects first reported a position in CI in Q1 2022 and held it in 10 quarters. The position peaked at $250K in Q1 2024. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

Wealth Effects reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
Wealth Effects sold 689 Cigna shares in Q2 2025, an estimated $227K.
Wealth Effects first reported a position in Cigna in Q1 2022 and held it in 10 quarters.
Wealth Effects's Cigna position peaked at $250K in Q1 2024.
1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Wealth Effects's 13F filing for Q2 2025, filed 15 Jul 2025.