Baldwin Wealth Partners’s CNA Financial CNA Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-221	Closed	-$10.8K	–	384
2024 Q3	$10.8K	Buy	+221	New	+$10.8K	﹤0.01%	787

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Baldwin Wealth Partners's CNA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 221 shares — an estimated $10.8K sold.

Baldwin Wealth Partners first reported a position in CNA in Q3 2024 and held it in 1 quarter. The position peaked at $10.8K in Q3 2024. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

Baldwin Wealth Partners reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 221 CNA Financial shares in Q4 2024, an estimated $10.8K.
Baldwin Wealth Partners first reported a position in CNA Financial in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's CNA Financial position peaked at $10.8K in Q3 2024.
274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.