WMA
CI icon

Wealth Management Associates’s Cigna CI Stock Holding History

Wealth Management Associates’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
2023
Q2 		– Sell
-792
Closed -$202K – 192
2023
Q1 		$202K Hold
792
– – 0.12% 181
2022
Q4 		$262K Buy
+792
New +$251K 0.17% 140

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Management Associates's CI Position: Q2 2023 in Review

Wealth Management Associates sold out of Cigna (CI) in Q2 2023, closing a stake of 792 shares — an estimated $202K sold.

Wealth Management Associates first reported a position in CI in Q4 2022 and held it in 2 quarters. The position peaked at $262K in Q4 2022. 1,489 funds tracked by Wall St. Rank hold CI as of Q2 2023.

  • Wealth Management Associates reported no remaining Cigna position as of Q2 2023 after selling out during the quarter.
  • Wealth Management Associates sold 792 Cigna shares in Q2 2023, an estimated $202K.
  • Wealth Management Associates first reported a position in Cigna in Q4 2022 and held it in 2 quarters.
  • Wealth Management Associates's Cigna position peaked at $262K in Q4 2022.
  • 1,489 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on Wealth Management Associates's 13F filing for Q2 2023, filed 28 May 2025.