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Bright Futures Wealth Management’s CNA Financial CNA Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-5,820
Closed -$282K – 146
2024
Q3 		$282K Sell
5,820
-3,587
-38% -$175K 0.14% 177
2024
Q2 		$460K Hold
9,407
– – 0.25% 114
2024
Q1 		$424K Buy
+9,407
New +$415K 0.23% 119

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
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
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

Bright Futures Wealth Management's CNA Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 5,820 shares — an estimated $282K sold.

Bright Futures Wealth Management first reported a position in CNA in Q1 2024 and held it in 3 quarters. The position peaked at $460K in Q2 2024. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 5,820 CNA Financial shares in Q4 2024, an estimated $282K.
  • Bright Futures Wealth Management first reported a position in CNA Financial in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's CNA Financial position peaked at $460K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.