AWM
CNF

Axxcess Wealth Management’s CNFinance Holdings CNF Stock Holding History

Axxcess Wealth Management’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
-97,910
Closed -$3.7M – 855
2023
Q3 		$3.7M Sell
97,910
-97,910
-50% -$3.15M 0.13% 134
2023
Q2 		$5.72M Buy
195,820
+97,910
+100% +$2.76M 0.41% 57
2023
Q1 		$2.42M Hold
97,910
– – 0.18% 116
2022
Q4 		$1.67M Hold
97,910
– – 0.14% 147
2022
Q3 		$2.47M Buy
+97,910
New +$2.47M 0.23% 88

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $409M AUM 66.94% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's CNF Position: Q4 2023 in Review

Axxcess Wealth Management sold out of CNFinance Holdings (CNF) in Q4 2023, closing a stake of 97,910 shares — an estimated $3.7M sold.

Axxcess Wealth Management first reported a position in CNF in Q3 2022 and held it in 5 quarters. The position peaked at $5.72M in Q2 2023. 21 funds tracked by Wall St. Rank hold CNF as of Q4 2023.

  • Axxcess Wealth Management reported no remaining CNFinance Holdings position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 97,910 CNFinance Holdings shares in Q4 2023, an estimated $3.7M.
  • Axxcess Wealth Management first reported a position in CNFinance Holdings in Q3 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's CNFinance Holdings position peaked at $5.72M in Q2 2023.
  • 21 funds tracked by Wall St. Rank held CNFinance Holdings as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.