CAWM
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Capital A Wealth Management’s CNA Financial CNA Stock Holding History

Capital A 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
2025
Q1 		– Sell
-42
Closed -$2.03K – 750
2024
Q4 		$2.03K Buy
+42
New +$2.05K ﹤0.01% 474

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital A Wealth Management's CNA Position: Q1 2025 in Review

Capital A Wealth Management sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 42 shares — an estimated $2.03K sold.

Capital A Wealth Management first reported a position in CNA in Q4 2024 and held it in 1 quarter. The position peaked at $2.03K in Q4 2024. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

  • Capital A Wealth Management reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 42 CNA Financial shares in Q1 2025, an estimated $2.03K.
  • Capital A Wealth Management first reported a position in CNA Financial in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's CNA Financial position peaked at $2.03K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.