Avantax Advisory Services’s CNA Financial CNA Stock Holding History

Avantax Advisory Services’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
2022 Q2	–	Sell	-5,001	Closed	-$243K	–	1318
2022 Q1	$243K	Sell	5,001 -36	-0.7%	-$1.68K	﹤0.01%	1105
2021 Q4	$222K	Buy	+5,037	New	+$224K	﹤0.01%	1122

Other funds holding CNA

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Avantax Advisory Services's CNA Position: Q2 2022 in Review

Avantax Advisory Services sold out of CNA Financial (CNA) in Q2 2022, closing a stake of 5,001 shares — an estimated $243K sold.

Avantax Advisory Services first reported a position in CNA in Q4 2021 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 197 funds tracked by Wall St. Rank hold CNA as of Q2 2022.

Avantax Advisory Services reported no remaining CNA Financial position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 5,001 CNA Financial shares in Q2 2022, an estimated $243K.
Avantax Advisory Services first reported a position in CNA Financial in Q4 2021 and held it in 2 quarters.
Avantax Advisory Services's CNA Financial position peaked at $243K in Q1 2022.
197 funds tracked by Wall St. Rank held CNA Financial as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.