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Altium Wealth Management’s Cincinnati Financial CINF Stock Holding History

Altium Wealth Management’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,723
Closed -$538K – 386
2021
Q4 		$538K Buy
4,723
+828
+21% +$97.9K 0.03% 238
2021
Q3 		$445K Buy
3,895
+717
+23% +$85.1K 0.03% 243
2021
Q2 		$371K Buy
3,178
+1,010
+47% +$117K 0.03% 280
2021
Q1 		$223K Buy
+2,168
New +$208K 0.02% 341

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Altium Wealth Management's CINF Position: Q1 2022 in Review

Altium Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2022, closing a stake of 4,723 shares — an estimated $538K sold.

Altium Wealth Management first reported a position in CINF in Q1 2021 and held it in 4 quarters. The position peaked at $538K in Q4 2021. 716 funds tracked by Wall St. Rank hold CINF as of Q1 2022.

  • Altium Wealth Management reported no remaining Cincinnati Financial position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 4,723 Cincinnati Financial shares in Q1 2022, an estimated $538K.
  • Altium Wealth Management first reported a position in Cincinnati Financial in Q1 2021 and held it in 4 quarters.
  • Altium Wealth Management's Cincinnati Financial position peaked at $538K in Q4 2021.
  • 716 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.