WealthSource Partners’s Cigna CI Stock Holding History

WealthSource 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
2022 Q4	–	Sell	-826	Closed	-$229K	–	488
2022 Q3	$229K	Sell	826 -73	-8%	-$20.5K	0.02%	439
2022 Q2	$237K	Buy	899 +7	+0.8%	+$1.8K	0.02%	445
2022 Q1	$214K	Buy	+892	New	+$209K	0.01%	530
2018 Q4	–	Sell	-980	Closed	-$204K	–	307
2018 Q3	$204K	Buy	+980	New	+$182K	0.05%	295
2016 Q3	–	Sell	-1,935	Closed	-$248K	–	267
2016 Q2	$248K	Buy	+1,935	New	+$255K	0.09%	199

Other funds holding CI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthSource Partners's CI Position: Q4 2022 in Review

WealthSource Partners sold out of Cigna (CI) in Q4 2022, closing a stake of 826 shares — an estimated $229K sold.

WealthSource Partners first reported a position in CI in Q2 2016 and held it in 5 quarters. The position peaked at $248K in Q2 2016. 1,557 funds tracked by Wall St. Rank hold CI as of Q4 2022.

WealthSource Partners reported no remaining Cigna position as of Q4 2022 after selling out during the quarter.
WealthSource Partners sold 826 Cigna shares in Q4 2022, an estimated $229K.
WealthSource Partners first reported a position in Cigna in Q2 2016 and held it in 5 quarters.
WealthSource Partners's Cigna position peaked at $248K in Q2 2016.
1,557 funds tracked by Wall St. Rank held Cigna as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.