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Avior Wealth Management’s CNO Financial Group CNO Stock Holding History

Avior Wealth Management’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-321
Closed -$8.82K – 2560
2024
Q1 		$8.82K Buy
+321
New +$8.67K ﹤0.01% 1911
2019
Q1 		– Sell
-10,884
Closed -$161K – 656
2018
Q4 		$161K Hold
10,884
– – 0.04% 358
2018
Q3 		$231K Hold
10,884
– – 0.05% 311
2018
Q2 		$207K Buy
10,884
+145
+1% +$3K 0.05% 319
2018
Q1 		$233K Sell
10,739
-729
-6% -$17.2K 0.05% 281
2017
Q4 		$283K Buy
+11,468
New +$280K 0.06% 254

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's CNO Position: Q2 2024 in Review

Avior Wealth Management sold out of CNO Financial Group (CNO) in Q2 2024, closing a stake of 321 shares — an estimated $8.82K sold.

Avior Wealth Management first reported a position in CNO in Q4 2017 and held it in 6 quarters. The position peaked at $283K in Q4 2017. 291 funds tracked by Wall St. Rank hold CNO as of Q2 2024.

  • Avior Wealth Management reported no remaining CNO Financial Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 321 CNO Financial Group shares in Q2 2024, an estimated $8.82K.
  • Avior Wealth Management first reported a position in CNO Financial Group in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's CNO Financial Group position peaked at $283K in Q4 2017.
  • 291 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.