Bell Investment Advisors’s CNA Financial CNA Stock Holding History

Bell Investment Advisors’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 Q3	–	Sell	-24	Closed	-$1.11K	–	1894
2024 Q2	$1.11K	Buy	24 +12	+100%	+$532	﹤0.01%	1583
2024 Q1	$546	Buy	+12	New	+$530	﹤0.01%	1793
2023 Q3	–	Sell	-13	Closed	-$503	–	1942
2023 Q2	$503	Sell	13 -11	-46%	-$429	﹤0.01%	1849
2023 Q1	$937	Buy	+24	New	+$1.01K	﹤0.01%	1601
2022 Q3	–	Sell	-70	Closed	-$3K	–	1754
2022 Q2	$3K	Buy	+70	New	+$3.21K	﹤0.01%	912

Other funds holding CNA

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

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

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

RRAM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Bell Investment Advisors's CNA Position: Q3 2024 in Review

Bell Investment Advisors sold out of CNA Financial (CNA) in Q3 2024, closing a stake of 24 shares — an estimated $1.11K sold.

Bell Investment Advisors first reported a position in CNA in Q2 2022 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 277 funds tracked by Wall St. Rank hold CNA as of Q3 2024.

Bell Investment Advisors reported no remaining CNA Financial position as of Q3 2024 after selling out during the quarter.
Bell Investment Advisors sold 24 CNA Financial shares in Q3 2024, an estimated $1.11K.
Bell Investment Advisors first reported a position in CNA Financial in Q2 2022 and held it in 5 quarters.
Bell Investment Advisors's CNA Financial position peaked at $3K in Q2 2022.
277 funds tracked by Wall St. Rank held CNA Financial as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.