WMS Partners’s Cigna CI Stock Holding History

WMS 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
2025 Q1	–	Sell	-1,014	Closed	-$280K	–	50
2024 Q4	$280K	Sell	1,014 -71	-7%	-$22.6K	0.02%	249
2024 Q3	$376K	Sell	1,085 -55	-5%	-$18.9K	0.02%	212
2024 Q2	$377K	Buy	1,140 +29	+3%	+$10K	0.02%	186
2024 Q1	$404K	Buy	1,111 +52	+5%	+$17.1K	0.03%	183
2023 Q4	$317K	Buy	1,059 +32	+3%	+$9.35K	0.02%	205
2023 Q3	$294K	Sell	1,027 -22	-2%	-$6.27K	0.02%	208
2023 Q2	$294K	Buy	+1,049	New	+$273K	0.02%	220

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

WMS Partners's CI Position: Q1 2025 in Review

WMS Partners sold out of Cigna (CI) in Q1 2025, closing a stake of 1,014 shares — an estimated $280K sold.

WMS Partners first reported a position in CI in Q2 2023 and held it in 7 quarters. The position peaked at $404K in Q1 2024. 1,693 funds tracked by Wall St. Rank hold CI as of Q1 2025.

WMS Partners reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,014 Cigna shares in Q1 2025, an estimated $280K.
WMS Partners first reported a position in Cigna in Q2 2023 and held it in 7 quarters.
WMS Partners's Cigna position peaked at $404K in Q1 2024.
1,693 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.