WR Wealth Planners’s Cigna CI Stock Holding History

WR Wealth Planners’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 Q4	$93K	Sell	337 -96	-22%	-$30.6K	0.03%	244
2024 Q3	$150K	Buy	433 +13	+3%	+$4.47K	0.04%	224
2024 Q2	$139K	Buy	420 +1	+0.2%	+$345	0.04%	214
2024 Q1	$152K	Buy	+419	New	+$138K	0.05%	208
2023 Q4	–	Sell	-245	Closed	-$70.1K	–	295
2023 Q3	$70.1K	Sell	245 -7	-3%	-$2K	0.03%	285
2023 Q2	$70.7K	Sell	252 -8	-3%	-$2.08K	0.03%	281
2023 Q1	$66.4K	Buy	260 +16	+7%	+$4.66K	0.03%	283
2022 Q4	$80.8K	Hold	244	–	–	0.05%	145
2022 Q3	$67.7K	Buy	+244	New	+$68.7K	0.05%	144

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

WR Wealth Planners's CI Position: Q4 2024 in Review

WR Wealth Planners reduced its Cigna (CI) stake by 22% in Q4 2024, selling an estimated $30.6K and leaving 337 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #244.

WR Wealth Planners first reported a position in CI in Q3 2022 and has held it in 9 quarters since. The position peaked at $152K in Q1 2024. 1,647 funds tracked by Wall St. Rank hold CI as of Q4 2024.

WR Wealth Planners held 337 shares of Cigna worth $93K as of Q4 2024.
WR Wealth Planners sold 96 Cigna shares in Q4 2024, an estimated $30.6K.
Cigna made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #244 holding.
WR Wealth Planners first reported a position in Cigna in Q3 2022 and has held it in 9 quarters since.
WR Wealth Planners's Cigna position peaked at $152K in Q1 2024.
1,647 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.