Wingate Wealth Advisors’s Cigna CI Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-59	Closed	-$16.3K	–	156
2024 Q4	$16.3K	Buy	+59	New	+$18.8K	0.02%	307

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's CI Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Cigna (CI) in Q1 2025, closing a stake of 59 shares — an estimated $16.3K sold.

Wingate Wealth Advisors first reported a position in CI in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 1,693 funds tracked by Wall St. Rank hold CI as of Q1 2025.

Wingate Wealth Advisors reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 59 Cigna shares in Q1 2025, an estimated $16.3K.
Wingate Wealth Advisors first reported a position in Cigna in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Cigna position peaked at $16.3K in Q4 2024.
1,693 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.