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WealthPlan Investment Management’s Cigna CI Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-48
Closed -$13.5K – 189
2023
Q2 		$13.5K Hold
48
– – ﹤0.01% 265
2023
Q1 		$12.3K Buy
+48
New +$14K ﹤0.01% 316

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

WealthPlan Investment Management's CI Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Cigna (CI) in Q3 2023, closing a stake of 48 shares — an estimated $13.5K sold.

WealthPlan Investment Management first reported a position in CI in Q1 2023 and held it in 2 quarters. The position peaked at $13.5K in Q2 2023. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Cigna position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 48 Cigna shares in Q3 2023, an estimated $13.5K.
  • WealthPlan Investment Management first reported a position in Cigna in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Cigna position peaked at $13.5K in Q2 2023.
  • 1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.