AAS
CNF

Avantax Advisory Services’s CNFinance Holdings CNF Stock Holding History

Avantax Advisory Services’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,032
Closed -$39K – 1590
2023
Q3 		$39K Buy
+1,032
New +$33.2K ﹤0.01% 1518

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Avantax Advisory Services's CNF Position: Q4 2023 in Review

Avantax Advisory Services sold out of CNFinance Holdings (CNF) in Q4 2023, closing a stake of 1,032 shares — an estimated $39K sold.

Avantax Advisory Services first reported a position in CNF in Q3 2023 and held it in 1 quarter. The position peaked at $39K in Q3 2023. 21 funds tracked by Wall St. Rank hold CNF as of Q4 2023.

  • Avantax Advisory Services reported no remaining CNFinance Holdings position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 1,032 CNFinance Holdings shares in Q4 2023, an estimated $39K.
  • Avantax Advisory Services first reported a position in CNFinance Holdings in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's CNFinance Holdings position peaked at $39K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held CNFinance Holdings as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.