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
– – 0.19% 116
2022
Q4 		$1.67M Hold
97,910
– – 0.14% 147
2022
Q3 		$2.47M Buy
+97,910
New +$2.47M 0.25% 88

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $177M 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 $674M 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 $74.1B AUM 21.09% 1-Year Est. Return