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Atria Wealth Solutions’s CNA Financial CNA Stock Holding History

Atria Wealth Solutions’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,599
Closed -$212K – 1943
2024
Q2 		$212K Buy
4,599
+57
+1% +$2.53K ﹤0.01% 1736
2024
Q1 		$206K Buy
+4,542
New +$200K ﹤0.01% 1812

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Atria Wealth Solutions's CNA Position: Q3 2024 in Review

Atria Wealth Solutions sold out of CNA Financial (CNA) in Q3 2024, closing a stake of 4,599 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in CNA in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2024. 277 funds tracked by Wall St. Rank hold CNA as of Q3 2024.

  • Atria Wealth Solutions reported no remaining CNA Financial position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,599 CNA Financial shares in Q3 2024, an estimated $212K.
  • Atria Wealth Solutions first reported a position in CNA Financial in Q1 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's CNA Financial position peaked at $212K in Q2 2024.
  • 277 funds tracked by Wall St. Rank held CNA Financial as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.