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BerganKDV Wealth Management’s CNA Financial CNA Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		– Sell
-12
Closed -$482 – 907
2023
Q1 		$482 Hold
12
– – ﹤0.01% 977
2022
Q4 		$522 Hold
12
– – ﹤0.01% 945
2022
Q3 		$0 Hold
12
– – ﹤0.01% 977
2022
Q2 		$1K Hold
12
– – ﹤0.01% 882
2022
Q1 		$1K Sell
12
-6
-33% -$279 ﹤0.01% 909
2021
Q4 		$1K Sell
18
-1
-5% -$44 ﹤0.01% 967
2021
Q3 		$1K Hold
19
– – ﹤0.01% 948
2021
Q2 		$1K Hold
19
– – ﹤0.01% 893
2021
Q1 		$1K Hold
19
– – ﹤0.01% 841
2020
Q4 		$1K Hold
19
– – ﹤0.01% 840
2020
Q3 		$1K Hold
19
– – ﹤0.01% 776
2020
Q2 		$1K Buy
+19
New +$585 ﹤0.01% 834

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's CNA Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of CNA Financial (CNA) in Q2 2023, closing a stake of 12 shares — an estimated $482 sold.

BerganKDV Wealth Management first reported a position in CNA in Q2 2020 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 208 funds tracked by Wall St. Rank hold CNA as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining CNA Financial position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 12 CNA Financial shares in Q2 2023, an estimated $482.
  • BerganKDV Wealth Management first reported a position in CNA Financial in Q2 2020 and held it in 12 quarters.
  • BerganKDV Wealth Management's CNA Financial position peaked at $1K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held CNA Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.