BDO Wealth Advisors’s CNO Financial Group CNO Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$9.47K	Hold	400	–	–	﹤0.01%	704
2023 Q1	$8.88K	Hold	400	–	–	﹤0.01%	722
2022 Q4	$9.14K	Hold	400	–	–	﹤0.01%	697
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	771
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	733
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	731
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	726
2021 Q3	$9K	Hold	400	–	–	﹤0.01%	741
2021 Q2	$9K	Sell	400 -334	-46%	-$8.53K	﹤0.01%	762
2021 Q1	$18K	Buy	+734	New	+$17.5K	﹤0.01%	627
2019 Q3	–	Sell	-700	Closed	-$12K	–	626
2019 Q2	$12K	Buy	+700	New	+$11.6K	﹤0.01%	428

Other funds holding CNO

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

BDO Wealth Advisors's CNO Position: Q2 2023 in Review

BDO Wealth Advisors held its CNO Financial Group (CNO) position steady in Q2 2023 at 400 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

BDO Wealth Advisors first reported a position in CNO in Q2 2019 and has held it in 11 quarters since. The position peaked at $18K in Q1 2021. 245 funds tracked by Wall St. Rank hold CNO as of Q2 2023.

BDO Wealth Advisors held 400 shares of CNO Financial Group worth $9.47K as of Q2 2023.
BDO Wealth Advisors left its CNO Financial Group share count unchanged in Q2 2023.
CNO Financial Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #704 holding.
BDO Wealth Advisors first reported a position in CNO Financial Group in Q2 2019 and has held it in 11 quarters since.
BDO Wealth Advisors's CNO Financial Group position peaked at $18K in Q1 2021.
245 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.