Advisors Asset Management’s CNA Financial CNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-898
Closed -$35K 1425
2023
Q1
$35K Sell
898
-629
-41% -$26.4K ﹤0.01% 1340
2022
Q4
$64.6K Sell
1,527
-948
-38% -$38.9K ﹤0.01% 1311
2022
Q3
$91K Sell
2,475
-914
-27% -$37.2K ﹤0.01% 1282
2022
Q2
$152K Sell
3,389
-856
-20% -$39.3K ﹤0.01% 1211
2022
Q1
$206K Buy
4,245
+28
+0.7% +$1.3K ﹤0.01% 1226
2021
Q4
$186K Sell
4,217
-79
-2% -$3.51K ﹤0.01% 1252
2021
Q3
$180K Buy
4,296
+298
+7% +$13K ﹤0.01% 1230
2021
Q2
$182K Buy
3,998
+792
+25% +$37.1K ﹤0.01% 1219
2021
Q1
$143K Buy
3,206
+1,170
+57% +$49.9K ﹤0.01% 1276
2020
Q4
$79K Buy
2,036
+877
+76% +$29.9K ﹤0.01% 1388
2020
Q3
$35K Buy
1,159
+550
+90% +$17.7K ﹤0.01% 1434
2020
Q2
$20K Buy
+609
New +$18.8K ﹤0.01% 1461
2019
Q4
Sell
-2,243
Closed -$110K 1559
2019
Q3
$110K Sell
2,243
-5,145
-70% -$247K ﹤0.01% 1288
2019
Q2
$348K Sell
7,388
-276
-4% -$12.6K 0.01% 1079
2019
Q1
$332K Sell
7,664
-2,025
-21% -$89.6K 0.01% 1208
2018
Q4
$428K Sell
9,689
-1,796
-16% -$80.9K 0.01% 1018
2018
Q3
$524K Buy
11,485
+1,132
+11% +$52.3K 0.01% 1045
2018
Q2
$473K Buy
10,353
+2,756
+36% +$133K 0.01% 1066
2018
Q1
$388K Sell
7,597
-2,194
-22% -$115K 0.01% 1109
2017
Q4
$519K Sell
9,791
-354
-3% -$18.6K 0.01% 1067
2017
Q3
$510K Buy
10,145
+1,187
+13% +$59.4K 0.01% 1056
2017
Q2
$437K Buy
8,958
+1,836
+26% +$83.9K 0.01% 1128
2017
Q1
$315K Buy
7,122
+1,766
+33% +$75.2K 0.01% 1220
2016
Q4
$222K Buy
5,356
+2,875
+116% +$109K ﹤0.01% 1356
2016
Q3
$85K Buy
+2,481
New +$80.6K ﹤0.01% 1555
2015
Q3
Sell
-4,737
Closed -$181K 1887
2015
Q2
$181K Sell
4,737
-353
-7% -$14K ﹤0.01% 1398
2015
Q1
$211K Sell
5,090
-685
-12% -$27.6K ﹤0.01% 1330
2014
Q4
$224K Sell
5,775
-1,452
-20% -$55.8K ﹤0.01% 1291
2014
Q3
$275K Sell
7,227
-1,102
-13% -$42.6K ﹤0.01% 1217
2014
Q2
$337K Sell
8,329
-1,556
-16% -$63.8K ﹤0.01% 1157
2014
Q1
$422K Buy
9,885
+1,590
+19% +$66.1K 0.01% 1056
2013
Q4
$356K Buy
8,295
+7,011
+546% +$284K 0.01% 1057
2013
Q3
$49K Buy
+1,284
New +$45.8K ﹤0.01% 1599

Other funds holding CNA

Advisors Asset Management's CNA Position: Q2 2023 in Review

Advisors Asset Management sold out of CNA Financial (CNA) in Q2 2023, closing a stake of 898 shares — an estimated $35K sold.

Advisors Asset Management first reported a position in CNA in Q3 2013 and held it in 33 quarters. The position peaked at $524K in Q3 2018. 208 funds tracked by Wall St. Rank hold CNA as of Q2 2023.

  • Advisors Asset Management reported no remaining CNA Financial position as of Q2 2023 after selling out during the quarter.
  • Advisors Asset Management sold 898 CNA Financial shares in Q2 2023, an estimated $35K.
  • Advisors Asset Management first reported a position in CNA Financial in Q3 2013 and held it in 33 quarters.
  • Advisors Asset Management's CNA Financial position peaked at $524K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held CNA Financial as of Q2 2023.

Based on Advisors Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.