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Wealthspire Advisors (Maryland)’s Cigna CI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$509K Buy
3,005
+422
+16% +$74.3K 0.02% 270
2020
Q2 		$485K Buy
2,583
+27
+1% +$5.12K 0.03% 263
2020
Q1 		$453K Sell
2,556
-404
-14% -$78.4K 0.04% 245
2019
Q4 		$605K Sell
2,960
-289
-9% -$53K 0.04% 243
2019
Q3 		$493K Buy
3,249
+454
+16% +$73.9K 0.04% 263
2019
Q2 		$440K Sell
2,795
-66
-2% -$10.3K 0.03% 276
2019
Q1 		$460K Sell
2,861
-194
-6% -$35.4K 0.03% 266
2018
Q4 		$580K Buy
3,055
+1,261
+70% +$263K 0.05% 197
2018
Q3 		$374K Sell
1,794
-539
-23% -$99.9K 0.03% 301
2018
Q2 		$396K Buy
2,333
+51
+2% +$8.83K 0.04% 287
2018
Q1 		$383K Sell
2,282
-45
-2% -$8.74K 0.04% 304
2017
Q4 		$473K Buy
2,327
+169
+8% +$33.6K 0.05% 262
2017
Q3 		$403K Buy
2,158
+1
+0% +$178 0.04% 282
2017
Q2 		$361K Buy
2,157
+45
+2% +$7.23K 0.04% 294
2017
Q1 		$309K Buy
2,112
+22
+1% +$3.24K 0.04% 281
2016
Q4 		$279K Buy
2,090
+20
+1% +$2.62K 0.04% 297
2016
Q3 		$270K Sell
2,070
-15
-0.7% -$1.96K 0.04% 301
2016
Q2 		$267K Sell
2,085
-56
-3% -$7.39K 0.04% 284
2016
Q1 		$294K Sell
2,141
-14
-0.6% -$1.92K 0.05% 261
2015
Q4 		$315K Buy
+2,155
New +$296K 0.06% 247

Other funds holding CI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Cigna (CI) stake by 16% in Q3 2020, buying an estimated $74.3K and bringing the position to 3,005 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #270.

Wealthspire Advisors (Maryland) first reported a position in CI in Q4 2015 and has held it in 20 quarters since. The position peaked at $605K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold CI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,005 shares of Cigna worth $509K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 422 Cigna shares in Q3 2020, an estimated $74.3K.
  • Cigna made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #270 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Cigna in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Cigna position peaked at $605K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Cigna as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.