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Wealth Management Solutions’s Cigna CI Stock Holding History

Wealth Management Solutions’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
Q1 		– Sell
-1,524
Closed -$505K – 93
2022
Q4 		$505K Buy
1,524
+2
+0.1% +$633 0.27% 44
2022
Q3 		$422K Buy
1,522
+2
+0.1% +$563 0.25% 40
2022
Q2 		$401K Buy
1,520
+2
+0.1% +$515 0.23% 51
2022
Q1 		$364K Buy
1,518
+7
+0.5% +$1.64K 0.19% 73
2021
Q4 		$347K Buy
+1,511
New +$321K 0.18% 79

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Management Solutions's CI Position: Q1 2023 in Review

Wealth Management Solutions sold out of Cigna (CI) in Q1 2023, closing a stake of 1,524 shares — an estimated $505K sold.

Wealth Management Solutions first reported a position in CI in Q4 2021 and held it in 5 quarters. The position peaked at $505K in Q4 2022. 1,484 funds tracked by Wall St. Rank hold CI as of Q1 2023.

  • Wealth Management Solutions reported no remaining Cigna position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 1,524 Cigna shares in Q1 2023, an estimated $505K.
  • Wealth Management Solutions first reported a position in Cigna in Q4 2021 and held it in 5 quarters.
  • Wealth Management Solutions's Cigna position peaked at $505K in Q4 2022.
  • 1,484 funds tracked by Wall St. Rank held Cigna as of Q1 2023.

Based on Wealth Management Solutions's 13F filing for Q1 2023, filed 5 May 2023.