WealthPLAN Partners’s Cigna CI Stock Holding History

WealthPLAN Partners’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	-72	Closed	-$20.2K	–	444
2023 Q2	$20.2K	Hold	72	–	–	﹤0.01%	675
2023 Q1	$18.3K	Buy	+72	New	+$21K	﹤0.01%	747
2016 Q3	$3.08K	Sell	24 -24	-50%	-$3.13K	﹤0.01%	796
2016 Q2	$3.08K	Buy	+48	New	+$6.34K	﹤0.01%	2130

Other funds holding CI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's CI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cigna (CI) in Q3 2023, closing a stake of 72 shares — an estimated $20.2K sold.

WealthPLAN Partners first reported a position in CI in Q2 2016 and held it in 4 quarters. The position peaked at $20.2K in Q2 2023. 1,493 funds tracked by Wall St. Rank hold CI as of Q3 2023.

WealthPLAN Partners reported no remaining Cigna position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 72 Cigna shares in Q3 2023, an estimated $20.2K.
WealthPLAN Partners first reported a position in Cigna in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's Cigna position peaked at $20.2K in Q2 2023.
1,493 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.