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Capital Performance Advisors’s CNO Financial Group CNO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-174
Closed -$6.11K – 685
2024
Q3 		$6.11K Buy
+174
New +$5.6K ﹤0.01% 1035

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Performance Advisors's CNO Position: Q4 2024 in Review

Capital Performance Advisors sold out of CNO Financial Group (CNO) in Q4 2024, closing a stake of 174 shares — an estimated $6.11K sold.

Capital Performance Advisors first reported a position in CNO in Q3 2024 and held it in 1 quarter. The position peaked at $6.11K in Q3 2024. 318 funds tracked by Wall St. Rank hold CNO as of Q4 2024.

  • Capital Performance Advisors reported no remaining CNO Financial Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 174 CNO Financial Group shares in Q4 2024, an estimated $6.11K.
  • Capital Performance Advisors first reported a position in CNO Financial Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CNO Financial Group position peaked at $6.11K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held CNO Financial Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.