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AE Wealth Management’s CNO Financial Group CNO Stock Holding History

AE Wealth Management’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,942
Closed -$243K – 1925
2023
Q1 		$243K Sell
10,942
-27,752
-72% -$663K ﹤0.01% 1645
2022
Q4 		$884K Buy
38,694
+1,017
+3% +$21.9K 0.01% 1039
2022
Q3 		$677K Buy
+37,677
New +$699K 0.01% 1098

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

AE Wealth Management's CNO Position: Q2 2023 in Review

AE Wealth Management sold out of CNO Financial Group (CNO) in Q2 2023, closing a stake of 10,942 shares — an estimated $243K sold.

AE Wealth Management first reported a position in CNO in Q3 2022 and held it in 3 quarters. The position peaked at $884K in Q4 2022. 245 funds tracked by Wall St. Rank hold CNO as of Q2 2023.

  • AE Wealth Management reported no remaining CNO Financial Group position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 10,942 CNO Financial Group shares in Q2 2023, an estimated $243K.
  • AE Wealth Management first reported a position in CNO Financial Group in Q3 2022 and held it in 3 quarters.
  • AE Wealth Management's CNO Financial Group position peaked at $884K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.