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Wetzel Investment Advisors’s Cigna CI Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-131
Closed -$47.6K – 249
2024
Q2 		$47.6K Sell
131
-98
-43% -$33.8K 0.03% 243
2024
Q1 		$79.9K Buy
229
+6
+3% +$1.98K 0.05% 200
2023
Q4 		$67K Buy
+223
New +$65.2K 0.04% 221

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wetzel Investment Advisors's CI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Cigna (CI) in Q3 2024, closing a stake of 131 shares — an estimated $47.6K sold.

Wetzel Investment Advisors first reported a position in CI in Q4 2023 and held it in 3 quarters. The position peaked at $79.9K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 131 Cigna shares in Q3 2024, an estimated $47.6K.
  • Wetzel Investment Advisors first reported a position in Cigna in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Cigna position peaked at $79.9K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.