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Avior Wealth Management’s CNA Financial CNA Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-8
Closed -$386 – 1045
2024
Q4 		$386 Hold
8
– – ﹤0.01% 2310
2024
Q3 		$391 Hold
8
– – ﹤0.01% 2187
2024
Q2 		$368 Sell
8
-4
-33% -$177 ﹤0.01% 2149
2024
Q1 		$545 Buy
+12
New +$530 ﹤0.01% 2549

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Avior Wealth Management's CNA Position: Q1 2025 in Review

Avior Wealth Management sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 8 shares — an estimated $386 sold.

Avior Wealth Management first reported a position in CNA in Q1 2024 and held it in 4 quarters. The position peaked at $545 in Q1 2024. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

  • Avior Wealth Management reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 CNA Financial shares in Q1 2025, an estimated $386.
  • Avior Wealth Management first reported a position in CNA Financial in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's CNA Financial position peaked at $545 in Q1 2024.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.